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Consider this: over the next 30 years, $30 trillion is expected to be passed down from baby boomer parents to their Generation X (1965-1980) and Generation Y/millennial (1981-2000) children.[1] And 66% of those children do not retain their parents’ financial advisors after they receive an inheritance.[2] As a result, many advisors are seeing their asset base – as well as the value of their business – shrink amid this generational wealth transfer.

According to a recent survey by InvestmentNews, advisor respondents said that lack of a relationship with clients’ children was the biggest obstacle to retaining assets passed to heirs.[3] Clearly, the writing is on the wall: to ensure the long-term health of their business, advisors must find ways to connect with their clients’ children and become...

The Top Reasons to Create a Video for Your RIA

Thinking of integrating video into your website? Or maybe you’re curious about starting a YouTube channel? Or maybe the idea of foraying into video makes you more terrified than a baby watching mom blow her nose.

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How Outsourced Performance Reporting Can Boost Your Business

As an advisor, you have enough on your plate without hassling with performance reports. Performance reporting can be one of those aspects of your business that takes time away from being able to focus on your core competencies. However, a good performance reporting tool can be a boon for your...

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4 Must Know Strategies for Financial Advisor Landing Pages

Originally posted by Financial Social Media.

By: Amy McIlwain

Given the fact that hundreds of people visit your webpage long...

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Gaining an Edge with Private-Labeled Technology


How can an advisor set himself apart from the competition and reinforce his brand with state-of-the-art technology?

Using technology that is private-labeled, or personalized, with your own branding and logo is a great way to reinforce your brand to your clients. At Trust Company of...

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