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Summary: Consumers expect a personalized marketplace. But why is it that retail and service businesses are comfortable categorizing their grocery stores and hotels, while we in the financial advice industry shy away from making similar categorical offerings to our clients? The future of retail, technology and marketing is personalized— and your firm service offering should be too.
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Summary: The RIA sector is enjoying brisk growth in both personnel and assets under management, but remains dominated by small businesses that cater to specialized sets of clients, including a growing number of firms that are rolling out interactive digital advice services.
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Summary: Technology affects the way we communicate and build relations with our clients. Interacting with clients regularly and gaining their trust and loyalty are important.
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Summary: Technology affects the way we communicate and build relations with our clients. Interacting with clients regularly and gaining their trust and loyalty are important.
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Summary: The number of registered investment advisors as well as the assets they manage continues to grow, with SEC-registered advisors jumping to 12,172 in 2017, a net increase of 2.7%, and their aggregate assets under management hitting a record high of $70.7 trillion, according to the Investment Adviser Association’s annual snapshot of the industry.
