From Think Advisor
0 visitor like this article | Viewed 3275 times | 0 comment
Summary: Semantics are important. When referring to oneself as an independent advisor, do you mean you are an independent business owner, independent in your ability to select technology and platforms, independent in your ideas and recommendations to clients, or independent from direct supervision.
From InvestmentNews
1 visitor like this article | Viewed 3138 times | 0 comment
Summary: About 52% of advisers have had internal staff or a third party run their firms through a simulated examination of the kind that the Securities and Exchange Commission conducts periodically of advisers, according to a survey by the Investment Adviser Association in April and May.
From WealthManagement.com
1 visitor like this article | Viewed 2668 times | 0 comment
Summary: Independent registered investment advisors are optimistic about the state of the industry after a six-year bull market, according to new research from Charles Schwab Advisor Services, and firms named the adoption and integration of new technology as their top priority for growth over the next five years.
From On Wall Street
1 visitor like this article | Viewed 3392 times | 0 comment
Summary: More than 14 years ago, Blaine Aikin launched his program to train financial advisors as fiduciaries. Each year, about 550 advisors on average have completed the program.
From InvestmentNews
1 visitor like this article | Viewed 3058 times | 0 comment
Summary: For years, companies have focused on optimizing their corporate websites to show off their brands. Fortune 500 companies spend billions of dollars each year on brand marketing and a lot of their digital traffic is driven toward company websites. According to a recent eMarketer report, digital ad spending in the U.S. will be nearly $60 billion this year, over $7 billion of which will be spent by companies in the financial services industry.
