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Summary: Consolidation in the registered investment adviser space has become fast and furious, with no slowdown in sight, according to the latest research from Echelon Partners.
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Summary: Most advisors have heard the same marketing mantras: Look for opportunities to talk about business, deliver that value proposition that positions you as the most interesting person in the room, ask for the order, always ask for referrals, don’t mix business with pleasure, and the list goes on.
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Summary: The Internal Revenue Service is warning tax professionals to beware of emails ostensibly penned by prospects — and advisers should heed the same guidance.
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Summary: Financial advisers who don't offer socially responsible investing choices are giving clients and prospects another reason to go robo. Several automated advice platforms have been created recently to pair ones' values with their investments, and it's likely only a matter of time before many of the largest digital advice platforms include an SRI component as well.
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Summary: Many financial advisors excel in financial planning. However, their practices suffer because they don’t know how to operate a business. In fact, many advisors don’t even have the basic foundation for a successful practice: an annual operating plan.
