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A recent column in Financial Advisor touched on a misconception that is pervasive in the financial advisory industry: the tendency “to equate assets under management with the quality of a firm.”

Most firms highlight AUM as a point of pride, and as the author points out, industry rankings of the top firms are little more than rankings of the largest firms by assets under management.

In truth, the quality of an RIA—or a custodian, for that matter—is much more than AUM. Clients value service above all else. While AUM is perhaps an indication of success to date, how much money a firm manages—particularly a relatively new firm—is not necessarily a good barometer of the breadth of its expertise or the quality of service it delivers to clients. Clients don...

Risk for Breakaway Brokers Equals Opportunity for RIA Firms

By Joseph Giulitto

There are challenges aplenty in the world of the breakaway broker. From the obvious considerations of the market over the last decade, to the constant bombardment of the 24 hours news cycle keeping your clients “informed” of all the potential and peril that...

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Top Linkedin Features Advisors Should Be Using

Most advisors have heard that they need to be on social media, they need be up on current social trends to attract younger clientele, they need to adopt the “new” style of social marketing, and so on. This is nothing new. And while it is true that social media is finally catching fire in the...

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How to Pick the Right Mobile Strategy for Your Business

By Dave CurryTexas Coral Snake

According to Wikipedia,...

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Is Quantitative Easing the Silver Bullet to Economic Recovery?

By Joseph Giulitto

Some rise by sin and some by virtue fall.

– Shakespeare

I saw this quote recently while researching another topic. I found it to be appropriate to capture the challenge that professional money managers have in finding investments...

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