From Financial Planning
1 visitor like this article | Viewed 3290 times | 0 comment
Summary: If you’re an advisor who’s aggressive about carving out your fair share of the market, you’ve got to be skilled in “hand-to-hand combat.” In other words, you need to successfully articulate the uniqueness of your brand and be able to position it against the competition. The good news is that the competitive universe is usually limited to a small group in your geographic area.
From InvestmentNews
Added on November 2015 in Join an RIA
0 visitor like this article | Viewed 3119 times | 0 comment
Summary: The number of large teams breaking away and starting their own independent advisory firms has been rising. Scott Highmark of Mosaic Family Wealth likes to compare this trend to the growth of the craft beer industry. Craft beers, like breakaways, have been around for years but recently, there's been a notable increase in their appeal. Why?
From Think Advisor
1 visitor like this article | Viewed 2425 times | 0 comment
Summary; It’s no secret that robo-advisors have been adding assets under management at a brisk pace. Betterment on Wednesday reported that its assets tripled during the first ten months of this year to $3 billion. But that 200% growth rate is piddling compared to what Cerulli Associates is projecting for the entire robo-advisor industry. In a report released Wednesday the research firm projected a 2,500% jump in robo assets by 2020, to $489 billion.
From On Wall Street
1 visitor like this article | Viewed 2895 times | 0 comment
Summary: Advisors can benefit themselves and others by getting involved in their communities – if they go about it the right way.
From CNBC
1 visitor like this article | Viewed 2479 times | 0 comment
Summary: If you are trying to decide on a financial advisor, perhaps you should ask another advisor. CNBC queried several industry pros on the most important qualities to seek when choosing a financial professional.
