0 visitor like this article | Viewed 75 times | 0 comment
Summary: RIAs have drawn advisors and assets from the wirehouses and other brokerage segments at an impressive pace; Aite Group, the Boston-based research firm, notes the independent RIA channel is the only one in the industry to grow market share since the crash, taking a 13.7 percent share of $17 trillion in client assets in 2013.
1 visitor like this article | Viewed 72 times | 0 comment
Summary: If you ask five registered investment advisor firms what’s the secret to their success, you might get five—or six, seven or maybe more—different answers. That’s because the possible paths to success in the RIA space are varied, and success seemingly has been the order of the day according to Financial Advisor’s 2015 RIA survey.
1 visitor like this article | Viewed 74 times | 0 comment
Summary: Thirty years ago, Bob Veres gave me my first job as a financial journalist. Since then, I’ve grown to respect both his insight into the financial services industry and his commitment to the profession of independent advice. Over the years, Bob’s been right about a lot things: but like most of us, he hasn’t been right about everything.
1 visitor like this article | Viewed 62 times | 0 comment
Summary:The RIA industry is on a growth trajectory that shows no signs of slowing, registered investment advisors attending a Schwab annual conference were told on Thursday.
1 visitor like this article | Viewed 69 times | 0 comment
Summary: Independent registered investment advisors are optimistic about the state of the industry after a six-year bull market, according to new research from Charles Schwab Advisor Services, and firms named the adoption and integration of new technology as their top priority for growth over the next five years.
