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Market volatility fails to dent investors' attraction to robo-advisers

Added on October 2015 in Thought Leadership
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Summary: The summertime spike in market volatility failed to dent investors' willingness to invest — or invest more of — their assets with robo-advisers. Automated investment platforms saw a 57% increase in assets under management between December 2014 and July 2015, according to a recent Corporate Insight study, “Next Generation Investing 2015: Digital Advice Matures.

RIA Firms Charge an Average Annual Client Advisory Fee of 1.03%

Added on October 2015 in Thought Leadership
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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.

7 Ways Advisors Can Add Clients, Stay Relevant

Added on October 2015 in Thought Leadership
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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.

Pundits - The future looks bright for fee-based advisors

Added on October 2015 in Thought Leadership
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Summary: The assets under management of RIAs and dually registered advisors (RIAs also registered as brokers) have grown from almost nothing in the mid-1980s to just under $2.8 trillion at the end of 2013, according to data from research firm Cerulli Associates. In the last five years, AUM growth has averaged 14.5 percent vs. 9.4 percent for the entire industry.

Compensation Report: Who's in the Money?

Added on September 2015 in Thought Leadership
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Summary: Pay levels across a variety of industry positions have increased steadily in recent years according to The 2015 FA Insight Study of Advisory Firms: People and Pay. 

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