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July 2019

2019 RIA Survey & Ranking: Swimming With The Sharks

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After coming through a choppy 2018 with flying colors, the RIA industry is becoming a fast-consolidating food chain.

How Deglobalization, Trade Could Slash Equity Multiples

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Multinational companies have been among globalization's biggest beneficiaries.

The Sustainable Value Proposition

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Think about your clients, not their assets.

Three Common Obstacles to Cultivating Centers of Influence

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Working with allied professionals requires overcoming three primary obstacles.

Thirsty For Diversification? Consider Wine

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The potential market for wine could make it a worthwhile investment for diversifying a wealthy client’s portfolio.

Cultivating Foreign Clients

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Advisors are helping wealthy families who live and work in different countries meet planning challenges.

Planning For Diminished Capacity

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A collaborative team approach can be a powerful support system for clients experiencing cognitive decline.

A Critical Choice

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CRM software provides the backbone for client interactions.

Should You Use Social Media To Reach Clients?

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A thoughtful strategy can complement in-person contact.

To Catch a Rising Star

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Robert Persons looks for bonds that ratings agencies underestimate.

Surviving Disruption

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Advisors who embrace technology and a fiduciary standard will prosper more than those who fight against them.

Advisor Emporium

RoboWholesaler Offers Online Access To Top 10 Fund Fact Sheets

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The RoboWholesaler platform makes it easy for financial advisors to review fund performance rankings and receive up-to-date fund fact sheets for top-performing funds in just three clicks.

Editor's Note

RIA Consolidation In Next Decade

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Rarely a Monday goes by when our editorial staff doesn’t receive several announcements of mergers and acquisitions in the RIA universe.

Frontline News

RIA Valuations: Perception Vs. Reality

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Many RIAs have an inflated perception of their firm's value.

Lower Fund Fees Not Necessarily A Free Ride For Investors

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Fees are falling, but it’s not always a zero-sum win for investors.

Veteran Advisors Give Advice To Their Younger Selves

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What things would you do differently if you could re-enter this profession as a newbie?