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Summary: A survey by Fidelity Institutional Wealth Services goes some distance in providing the answers regarding next generation of millionaires and what the opportunities are for advisors who structure their offerings to attract them.
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Summary: “2013 AdvisorBenchmarking All-Channel Study,” was released last month by WealthManagement.com. The study polled some 2,400 financial advisors “across all channels,” identifying trends among “top performing advisors” (based on growth in AUM and profitability), and more importantly, differences between various advisor channels. Even with only a few data points, those “differences” reveal why the ranks of RIAs are growing, while most other advisor groups are shrinking.
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Summary: As high-net-worth investors work with greater numbers of financial professionals and gravitate toward boutique-like service models, such as RIAs, multifamily offices and state-registered trust companies, the pressure is on providers to attract new wealthy clients.
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Summary: Looking back over the past year in the independent advisory world reveals that sometimes the most important events are those that didn’t happen. Bob Clark, Editor-at-Large at Investment Advisor Magazine shares his list of key non-events for advisors in 2013.
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Summary:WealthManagement.com asked advisors to submit their resolutions for 2014. Some are business-related, some personal. Some of them may even provide inspiration that you can use for your own practice.
