If you own an investment management firm or RIA firm, you sweat out weeks like the ones we’ve had since the beginning of October. Running a business where a vast majority of your revenue is calculated as a function of the value of the investments you have under...
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...
They are coming to take your job… or are they? This summer’s blockbuster end-of-the-world movie promises to blow the lid off the financial advisory industry. Robo advisors are here and they threaten to suck the blood out of the industry. The press is already sounding...
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...
Contrary to results from a recent survey of Granite State voters in New Hampshire, Mitt Romney said in his keynote speech yesterday at TD Ameritrade Institutional’s annual conference that he will not be running for office in 2016. Having addressed the elephant in the...
