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Summary: This past weekend, I was discussing competitive risk with an advisor. It centered around the idea that with the volatile markets wake-up call we’ve had over the last few weeks, clients may be looking at other options or providers.
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Summary:According to the latest Cerulli Edge report, software-only eRIAs – electronic registered investment advisors, Cerulli’s term for robo-advisors — are operating in a business threatened with commoditization, which will depress fees that are already under pressure from the entrée of Schwab and Vanguard.
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Summary: A new study by Spectrem Group shows that 58% of high-net-worth investors have switched financial advisors within their lifetime, and 23% have done so within the past five years.
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Summary: The sixth annual ranking of wealth managers’ websites by MyPrivateBanking Research found that the number of firms without any mobile offering dropped to just 12 percent, but most were just condensed versions of the desktop website.
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Now that everyone is back-to-school, we wanted to remind you of a great resource that is available to all subscribers on the RIA Match platform.
