From On Wall Street
1 visitor like this article | Viewed 2845 times | 0 comment
Summary: When clients need something, they do a search online or ask questions of their friends and family, sometimes in person, but more often than not online via email or Facebook or Twitter. Yet many advisors and firms lean on older techniques, such as direct mailings.
From Financial Advisor IQ
1 visitor like this article | Viewed 2755 times | 0 comment
Summary: A financial-advice firm is only as good as its people — a fact that can add tremendous pressure to integrating a new hire into an existing team.With this in mind, we talked to a few advisors about their experiences looking for the right fit in a new employee. Their missteps and solutions offer strategies for how to build a capable team that supports growth and expansion.
From Iris
1 visitor like this article | Viewed 2517 times | 0 comment
Summary: Earlier this year, we surveyed over 1,000 registered investment adviser (RIA) firms about their technology usage, service offerings, and portfolio management styles, and then coupled the results with several different firm performance metrics.
From LinkedIN Pulse
1 visitor like this article | Viewed 2714 times | 0 comment
Summary: Last week, at Bob Veres' Insiders Forum in Phoenix, I attended a great presentation on succession planning by Pershing's Mark Tibergien and Gabe Garcia. They addressed the reluctance many advisers have to plan for and execute a succession strategy because they view it as an "ending" of their leadership.
From Think Advisor
0 visitor like this article | Viewed 2526 times | 0 comment
Summary: At first glance, it looks like financial advisors have it made. Demand is growing for their services while the supply of advisors is falling due to retirement. The Bureau of Labor Statistics forecast a 27% increase in financial advisor jobs through 2022 — more than twice the growth of employment overall.
