Blog

Advisor businesses are growing, in client numbers and geographical reach. Investors typically find advisors through personal referrals, but also increasingly use online searches and social media to make a connection. One study found 65% of clients research potential advisors through social networks, and 86% use those networks to help in their buying decisions.

Some call it the “consumer revolution,” where clients are becoming collaborators in their financial planning. Fintech and social media train investors to expect efficiency, transparency and accessibility. Rather than a relay of information from advisor to client, limitless information online and booming client-focused tech innovation enables the client to exchange ideas with his or her advisor.

A recent survey by Accenture Research found 88% of advisors believe their clients are more knowledgeable about the investing process and available product solutions than they were five years ago. And...

Investment Advisors Corp. Adds Trust Company of America’s Custodial Platform to its Suite of Services for Advisors

Yesterday, Trust Company of America announced that it has entered a strategic relationship with Investment Advisors Corp. (IAC), a Registered Investment Advisor with more than 120 investment advisor...

Read full post

How to Attract Talent to Grow Your Firm

The RIA channel has enjoyed tremendous growth in recent years. From 2008-2012, more than 4,000 advisors wirehouses and large advisor firms to join the ranks of Registered Investment Advisors, ...

Read full post

Selling Through Others: the TAMP Model of Growth

The traditional RIA business consists of four basic components: back-office functions, compliance, money management and sales. All of these functions can be outsourced to other firms. The best RIA firms spend 60-80% of their time in client-facing activities so they can drive growth. What RIAs...

Read full post

Using Technology to Streamline Your Practice

With the speed at which technology changes, advisors need to be adaptable and willing to upgrade technologies that can improve their business. That was the message from Doug Kinsey of Artifex Financial Group, who outlined a roadmap of his firm’s technology in a recent Genius Session for...

Read full post

Pages

User login