Added on September 2016 in Other Ideas
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Summary: Global analytics firm Cerulli Associates projects that the independent registered investment advisor (RIA) and hybrid RIA channels combined will increase their asset market share from 23% in 2015 to 28% in 2020 – likely outpacing wirehouses.
Added on August 2016 in Other Ideas
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Summary: Many financial planners have long advised their clients to pay less attention to the media to avoid making investment mistakes, and new academic research is backing their counsel.
Added on August 2016 in Other Ideas
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Summary: Investors, especially affluent ones, are comfortable using digital tools in their decision making process, according to a white paper from Hearts & Wallets. Nearly two-thirds of investors with between $500,000 and $2 million use digital tools, and over half of those with between $100,000 and $500,000 do so.
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Summary: Just as registered investment advisors name adopting cybersecurity policies as their top compliance chore, RIAs rate anti-money laundering policies as their second biggest concern.
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Summary: Leading custodians warned fee-only financial advisers to figure out what differentiates their services from the competition because pretty soon everyone is going to be touting the fiduciary label.
