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Summery: Summer has finally arrived, ushering in some welcome rest – and hopefully some time for a good book. Advisors and other wealth management execs share their top picks for planners. These titles cover all the bases, from practice management and leadership development to behavioral finance and personal finance.
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Summary: A person with a strong mind is someone who can predict the way they will respond to events in life so they can choose the better alternative. They can look back at how they’ve responded to situations in the past, learn from those experiences, and apply that knowledge to future ones.
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Summary: The indpendent advisory space is maturing. Many of the 1,000 registered investment advisors surveyed in Charles Schwab’s 2015 Benchmarking Study surpassed 20 years in business, and and reported all-time high revenue and profitability.
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Summary: RIAs have drawn advisors and assets from the wirehouses and other brokerage segments at an impressive pace; Aite Group, the Boston-based research firm, notes the independent RIA channel is the only one in the industry to grow market share since the crash, taking a 13.7 percent share of $17 trillion in client assets in 2013.
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Summary: If you ask five registered investment advisor firms what’s the secret to their success, you might get five—or six, seven or maybe more—different answers. That’s because the possible paths to success in the RIA space are varied, and success seemingly has been the order of the day according to Financial Advisor’s 2015 RIA survey.
