From Financial Planning
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Summary: The landscape for financial advisors is rapidly evolving, and it can be difficult to keep up. Now that a new year is at hand, it’s time to reevaluate your business and take a fresh approach to growing it. Here is my list of the 15 big business moves advisors should make in the new year.
From InvestmentNews
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Summary: 2014 featured a number of major developments in the financial industry. High-profile money managers changed firms, financial empires rose and fell, and the advice industry continued to undergo major changes. As the year draws to a close, we’ve taken a look back and resurfaced 10 of the biggest stories for advisers in 2014.
From wealthmanagement.com
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Summary: With 2015 just around the corner, we asked industry executives about their professional and personal resolutions for the coming year. Check out these eight New Year’s resolutions ranging from increased communication to stepped-up technology knowledge.
From On Wall Street
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Summary: Financial advisors at independent RIA practices who integrate at least some degree of technology earn approximately 20 percent more in annual income than those who do not. Such an eye opening stat, from a 2013 whitepaper by Envestnet and Aite Group called, “RIA Productivity and Profitability: Integration Pays,” is just one of many cited in the report regarding the positive role of technology in the independent space.
From Financial Advisor IQ
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Summary: Every December, SEI polls a few hundred financial advisors on their New Year’s resolutions. Unfortunately, because it’s a multiple-choice survey, the results tend to look pretty much the same from year to year — with most respondents saying their No. 1 goal is to get more referrals. So we called a handful of our favorite sources and asked them to tell us in their own words what they want to do differently beginning in January.
