Added on September 2024 in Form an RIA
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Summary: As you likely realize, fraudsters and scammers LOVE to steal identities. If you’re like me, you know more than one person whose identity, Social Security number, or personal information has been stolen and used illegally. Wise adults take precautions. We protect our credit card numbers, freeze our credit bureau accounts, never follow an email link without verifying it independently first, never give out our Social Security number unless we know for certain that it’s legitimate to do so, etc.
Added on September 2024 in Form an RIA
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Summary: Today, many American business owners have concerns about the state of the American economy according to a new survey from the Nationwide Retirement Institute, which sheds light on what’s keeping them up at night — and opportunities for financial professionals to step in with specialized solutions to address some of their biggest challenges.
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Summary: Some 64% of advisory firms have no plans to develop or use client-facing artificial intelligence, yet 46% said it was a chief compliance concern, according to the ACA Group's latest survey.
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Summary: Thirty-two percent of independent broker-dealer advisors have considered opening an RIA in the past 12 months, and 3% of these have given the idea serious thought, Cerulli Associates reported Tuesday.
Added on April 2024 in Form an RIA
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Summary: The fee-for-service model has emerged as a mainstream opportunity for advisory firms to attract next-generation clients, a previously untapped client market, according to a report from AdvicePay. The report suggests three ways that advisors can incorporate fee-for-service financial planning into their larger practices and appeal to new clientele.
