Added on December 2016 in Other Ideas
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Summary: When advisors told Fidelity that its next RIA benchmarking study should focus on pricing strategies, they wanted the findings to show that “everything’s fine; they could continue down a path of inertia,” recalled David Canter.
Added on December 2016 in Other Ideas
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Summary: Financial advisers might not feel the increased pressure on fees this year, or next, but it is coming, according to the 2016 Fidelity RIA Benchmarking study.
Added on December 2016 in Other Ideas
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Summary: To say that the past 12 months have been an eventful time in the news is surely an understatement by anyone’s standards. From the most unpredictable and contentious presidential election, continued war in the Middle East and an ongoing refugee crisis, to a momentous World Series win for the Chicago Cubs, President Obama making the historic trip to the island nation of Cuba, and so much more, it was quite a year on the world stage.
Added on December 2016 in Other Ideas
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Summary: A new survey from Scottrade Advisor Services shows that RIAs are ranking technology spending as a top priority, replacing business growth as last year's top priority.
Added on December 2016 in Other Ideas
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Summary: Generation X remains largely invisible to financial service providers, who continue reaching out to serve baby boomers and millennials, but tend to forget about the 35 million people in between.
