0 visitor like this article | Viewed 2359 times | 0 comment
Summary: The proliferation of social media websites and search engines have made it possible for niche financial advisors to succeed like never before, simply by creating content that demonstrates their expertise and allows prospects to find them. Yet this strategy works only if an advisor actually creates the content.
1 visitor like this article | Viewed 2396 times | 0 comment
Summary: Wealth managers don’t have a choice of whether or not to innovate. Investors want and will eventually come to expect it. The future won’t be determined by robo-advisors, or even traditional wealth managers, but by the clients themselves.
1 visitor like this article | Viewed 2867 times | 0 comment
Summary: Financial Planning annually ranks the largest, truly independent RIAs in the United States – but where do they fall on the map? Click through to see a breakdown of the top 150 firms by region.
1 visitor like this article | Viewed 2382 times | 0 comment
Summary: Independent financial advisers are increasingly finding clients from a range of investor pools, not just snagging most away from big-name brokerages. In some cases, they are even stealing them away from firms that look a lot like themselves.
1 visitor like this article | Viewed 2355 times | 0 comment
Summary: Over the past few months, I’ve met with more than two dozen advisory firms and attended a number of key industry conferences. After writing down some insights I gleaned from those conversations, as well as some of the critical themes I’ve been thinking about throughout the year, I've compiled a list of the 16 trends that I expect we’ll see in 2016.
