Added on July 2017 in M&A Issues
0 visitor like this article | Viewed 94 times | 0 comment
Summary: National Holdings' deal to acquire WFG Investments, an independent broker-dealer, has fallen apart.
0 visitor like this article | Viewed 121 times | 0 comment
Summary: Influencer marketing is the art of using paid endorsements from people who have attracted sizable and loyal audiences online. In a recent Digiday article about the real cost of influencer marketing, it stated that the going rate for an influencer recommendation was $1000 for every 100,000 Instagram followers they have. YouTube star Pewdie Pie, with his 50 million followers, earns a staggering $15 million dollars a year with endorsements and ad revenue. This is all to prove the point: influencer marketing is a very real thing.
Added on July 2017 in Blog
148 visitors like this article | Viewed 1376 times | 0 comment
Summary: Annually we report on our subscriber data to provide insights to advisors as they refine their firm’s succession and strategic growth plans. This aggregated subscriber data offers insight into the trends and goals of over 3,600 advisors. Download our latest RIA Match Infographic where we provide a snapshot view of the subscriber’s participation, trends, and goals. We hope you find useful.
0 visitor like this article | Viewed 76 times | 0 comment
Summary: Over 90 advisors responded to a survey I conducted earlier this year with Advisor Perspectives. Here are the important insights into which activities help find new business for RIAs and IBDs.
0 visitor like this article | Viewed 88 times | 0 comment
Summary: The median registered investment advisory firm had operating margins of 25% in 2016 and assets under management of $593 million, according to the latest RIA Benchmarking Study from Charles Schwab.