From InvestmentNews
Added on March 2017 in Other Ideas
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Summary: The latest research from InvestmentNews finds that offering a robo-advice platform may not be right for all advisory firms, but all firms can learn how to harness technology to offer innovative service.
From OnWallStreet
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Summary: In my first year as an adviser, I looked past social media and the internet to tear through the networking circuit with reckless abandon. Night in and night out, I would attend networking functions, typically sponsored by a local chamber of commerce. Attendees would show up to mix and mingle, with the main goal of handing out and collecting as many business cards as possible.
From Financial Planning
Added on March 2017 in Form an RIA
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Summary: An ex-Merrill Lynch adviser opened a new RIA under Dynasty Financial Partners in the fifth new firm launched through Dynasty’s outsourcing platform this year.Avestar Capital will focus, in part, on cross-border wealth planning, particularly clients with inheritances or investments in both the U.S. and India.
From RIABiz
Added on March 2017 in Other Ideas
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Summary: Money is a prickly topic so channeling your inner porcupine, leaving people hanging by the receptionists desk and delivering monologues about smart-beta is dumb
From Barron's Advisor Center
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Summary: Apple and Google, the world’s most valuable brands, attained their status by delivering products and services that their clients desire, rather than what they need. Prior to Apple’s launch of the iPod, for instance, the average consumer only dreamed of carrying his entire music library in his pocket. But now, we take for granted the ability to play virtually any song ever recorded on demand.
