In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
Registered Rep.: In the summer of 2011, World Equity Group adopted Arkovi social media software and began allowing its reps to use social media interactively. Why?
Steve Crothers: Some of our advisors were already using social media, and others ...
Most financial advisors are in early stages with social media—but the rules of engagement are already shifting. While gaining followers, friends and prospects to link to is high on most priority lists, firms that have opened the gate to...
When opening up retirement accounts, most advisors (and their clients) usually give little thought to the process of completing the “beneficiary” section of the paperwork.
Fewer still perform any ongoing review of the designations, regardless ...
A year after its launch, a New York-based services provider for high-end wealth managers hopes to draw more advisors to its platform by offering access to the kind of research that’s usually available only to institutional players. Dynasty...
