The warning bell has already been sounded for RIAs: the financial advisory business is about to change, and not everyone will survive the transition. What will it take for a firm to remain relevant through the digital deluge? Robo-advisors and a related crop of...
Low-cost. Tax efficient. Transparent. Intraday trading. Liquidity matching the underlying securities. These qualities of ETFs have been trumpeted for years since iShares, State Street and other large issuers helped make ETFs an option for mainstream investors. In the...
Financial services industry firms have a tremendous challenge when it comes to finding their own voice and making sure that voice gets heard. Gail Graham, chief marketing officer at United Capital Financial Advisers – a nationally branded RIA firm that has been a...
More than 650 new exchange-traded products launched since the start of 2011 for a total of 1,586 products on the U.S. market as of April 17, 2014. The din of the crowd is making it harder for new voices and new products to stand out to investors in a sea of choices...
It’s no secret that LinkedIn has been the social media “gateway drug” for financial industry firms. For an industry that has long conducted business via referral and on the basis of who you know, the utility of LinkedIn makes the network the natural first step into...
