From wealthmanagement.com
Added on December 2014 in Other Ideas
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Summary: Here are a few lessons to think about while you watch all of the classic Christmas movies. Perhaps the most important lesson of all: Family is everyone's most important consideration.
From InvestmentNews
Added on December 2014 in Other Ideas
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Summary: Holistic planning, fee-based advice and retirement income strategies. All these are to the financial advice business what fire and the wheel were to ancient civilizations — innovations. Such advances aren't just new ideas or inventions. Innovations are original breakthroughs that cause upheaval and change, and create something of value.
From wealthmanagement.com
Added on December 2014 in Other Ideas
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Summary: Every year around this time, asset managers and investment analysts put out their forecasts for the next year.A common theme among them? Divergence—among global economies, among central bank policy responses and market performance.Here are the top 10 takeaways from this year's outlook reports
From InvestmentNews
Added on December 2014 in Other Ideas
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Summary: There are a lot of figures that get thrown around about attracting new clients in the advisory industry. One that we frequently hear at InvestmentNews Research is that approximately 70% of a typical advisory firm's new business is referral-driven.
From Financial Advisor Magazine
Added on December 2014 in Other Ideas
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Summary: The global analytics firm expects RIAs and dually registered advisors combined will comprise 27.9 percent of total intermediated retail investor assets and 24.6 percent of advisor headcount by year-end 2018. As of year-end 2013 they made up 19.8 percent of total asset.
