Browsing Tag
Registered Investment Advisor (RIA)
58 posts
Consumers Trust ‘Advisors’ More than ‘Brokers’
Financial advisor titles shape trust, with planners and advisors seen as more credible than brokers or insurance agents.
RIA Workforce Getting Younger
The average age of the RIA workforce is trending younger and investing for the future according to new FA Insight research from TD Ameritrade Institutional.
Market Volatility on Rise, Say Investors, RIAs, Advisors
New report finds market volatility is again top of mind for advisors and investors, while optimism declined at start of 2019 for the first time in 4 years.
5 New Features Debut in Advisor Analytics Tool Suite from Envestnet
A series of new analytics tools intended to empower financial advisors to make better, data-driven decisions and ultimately…
RIAs Less Bullish on M&A Activity in 2019
RIAs and fee-based advisors less bullish about pace of RIA industry M&A activity compared to prior years, yet majority still believe it will increase.
Technology Key to Better Client Experience
Top RIA firms know they need to invest more in technology in order to create a better client…
Elite RIA firms struggle to expand talent pools
New poll finds most elite RIA firms are not doing enough to expand their talent pools even though they know it is a key to growth.
The NeverEnding Story—Reg BI and the Latest Fiduciary Folly
Progress on the fiduciary rule has often looked like two steps forward, one step back (or vice versa).…
Fiduciary Fallout: 1 in 2 Believe All Advisors Must Act in ‘Best Interest’
The on-again, off-again Department of Labor fiduciary rule fiasco of 2018 seems to have fed public misconceptions about…
Longer 401(k) Participant Lifespans Attracting Attention
New study says longer client lifespans is the trend advisors expect to be most impactful to their firms over the next decade.