Added on February 2016 in Other Ideas
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Summary: Advisors are facing new challenges, whether they are harnessing the power of technology, confronting the prevailing downward pressure on fees, managing the impact of demographic shifts, or mastering a fast-moving market. What has worked in the past may not necessarily work in the future. But for those who can evolve with the industry, there will be greater opportunities ahead.
Added on February 2016 in Other Ideas
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Summary: Marc Freedman, chief executive of Freedman Financial in Peabody, Mass., got his start in radio in 2012. He paid $2,000 a week to host an hour-long, live call-in show every Sunday at 4 p.m. on a major talk-radio station in Boston, 96.9 FM. As part of his arrangement, he got a producer and a series of promotional ads over the course of the week.
Added on February 2016 in Other Ideas
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Summary: Pershing announced it is adding NextCapital to a stable of digital solutions that it is providing custody for including Motif Investing and Personal Capital.
Added on February 2016 in Other Ideas
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Summary: Traditionally, a registered investment adviser is in the business of providing investment advice to others, while a registered investment company – such as a mutual fund – exists primarily to invest in securities, often by pooling together the collective dollars of multiple investors.
Added on February 2016 in Other Ideas
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Summary: There was a common thread throughout the recent TD Ameritrade Institutional National LINC 2016 conference ‘Storytelling’. The art of ‘storytelling’ is an effective way many RIA firms are finding success in truly differentiating themselves and communicating their unique services and benefits.
