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Summary: Robo-advisers and real advisers each have what the other wants. Robo-advisers, for all their bluster about empowering do-it-yourself investors with high-tech portfolio management wizardry, will ultimately morph to advice-giving firms with cool technology. Real advisers, the flesh and blood professionals who meet eye-to-eye with clients to give investment and non-investment advice, covet the slick interfaces and operational efficiency afforded by the robo-advisers.
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Summary: Registered investment advisors reported record growth and profitability, according to the 2014 RIA Benchmarking Study by Schwab Advisor Services.Profits were highest since the study's inception in 2006.
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Summary: Marketing events should not be confused with parties. If you are trying to grow profitably, a big event can be a terrific strategy or a money pit that takes a lot of time and funds away from other profitable endeavors.Here are five ideas for successful (and fun) event marketing.
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Summary: It's not hard to see why robo-advisers are generating so much buzz: They purport to use powerful technology to deliver what they call tailored investment recommendations at a fraction of the cost of traditional investment managers. That's a pretty compelling proposition, especially for newbie investors.
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Summary: Based on figures from Financial Advisor’s 2014 RIA survey, the good times kept rolling along as total asset growth jumped more than 20% last year among the 529 companies we measured. That’s up slightly from the nearly 19% growth during 2012, seemingly confirming that the RIA space is in a nice groove.
