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Summary: During BNY Melon Pershing’s RIA Symposium in Chicago, Gabriel Garcia, managing director, Advisor Solutions for the firm presented some of the myths floating around the business, and whether they are true or not.
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Summary: As both an advisor and therapist, Susan Zimmerman thinks a lot about handling tough conversations with clients — and how to dissuade their fear of the unknown.
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Summary: 2018 was a very mixed year for the wealth management industry. Client assets fell 2.1% overall to $23.7 trillion — the largest decline in over a decade — due to the drop in the stock market, but the drop-off was uneven and the number of advisors rose less than 1%, according to a new report from Aite Group.
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Summary: We break down the data by firm, assets and advisers.
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Summary : As the financial planning industry moves inexorably to more of a fee-for-service model and away from the traditional assets under management (AUM) standard, advisors need to be aware of certain differences in how they bill their clients to avoid regulatory compliance problems.
