Knowledge and Insight
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Tech training at the top of the to-do list at many RIAs
From InvestmentNews
Added on June 2014 in Thought Leadership
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Summary: According to a Fidelity Investments benchmarking study of registered investment adviser firms released this spring, RIAs this year are more likely to train staff on existing technology systems than buy new products. Fully 58% of RIA firms ranked training of staff on existing systems as the second biggest technology opportunity, according to the online survey of more than 500 firms conducted by Fidelity Institutional Wealth Services
Framing it as opportunity, Bernie Clark delivers a chilling market warning at EXPLORE about the coming post-baby boom market
From RIABiz
Added on June 2014 in Thought Leadership
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Summary: Bernie Clark and Walter Bettinger came to Naples, Fla. with reservations made at the Ritz-Carlton but no reservations about delivering a party-is-almost-over message to 160 RIA principals, mostly managing firms that control assets in the billions.The senior vice president and head of Schwab’s RIA custody unit and the chief executive of The Charles Schwab Corp. co-headed the annual EXPLORE convention with the tricky mission of alerting the company’s biggest clients that the game is changing but that the game plan is still a work in progress
Voices: Ray Sclafani, on Advisers Finding Their Ideal Client Type
From Wall Street Journal Online
Added on June 2014 in Manage Your Practice
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Summary: Financial advisers are much more effective when they are clear about what kind of client they want to serve. But instead of doing this, most advisers still target large asset pools, instead of specific types of clients. It is a problem
Coaches Corner: 4 Time Management Tips for Advisors
From Think Advisor
Added on June 2014 in Manage Your Practice
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Summary: With the average worker checking their email inbox around 30 times per hour, it’s no wonder we have time management issues in our daily lives. This is just one example of a distraction constantly vying for our attention! Here are three questions to ask yourself if time management is an issue.
Top Takeaways From the Morningstar Investment Conference
From OnWallStreet
Added on June 2014 in Thought Leadership
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Summary: Nearly 2,000 advisors, exhibitors, and asset management industry leaders headed to Chicago for the annual Morningstar Investment Conference, one of the largest in the investment world. Attendees reveal some of the major takeaways for advisors - from a global outlook on bonds to where to find opportunities in the bond markets, as well as views from Franklin Templeton’s Michael Hasenstab and international investing tips from David Herro of The Oakmark Funds.
