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Helping Your Clients During Economic Turmoil
With growth expectations in the United States and worldwide grinding to a halt and the ever-present recession woes looming, many investors are becoming increasingly concerned about the state of their
How High-Skill Professionals and RIAs Can Work Together
There is often a misconception that high-skill professionals likely don’t need the help of an RIA. After all, these surgeons, attorneys, engineers or others are so intelligent and so skilled
Information Technology for RIAs
When you consider the sheer amount of paperwork that pre-tech RIAs had to deal with, it’s mind-boggling how anything got tracked, stored, or for that matter, executed. The digital revolution,
The Best Marketing Collateral You Already Have
Starting out as an independent RIA can feel like a daunting task. There are plenty of details to mull over before you even get to talk to your clients and
Launching an RIA: What you need to know
Whether you are ready to become an independent RIA, just starting to think about it, or finding your path to get there, there are a lot of things that are
How Market Corrections Provide Opportunities for RIAs
There’s quite a bit of talk about the possibility of a recession. As these most recent market corrections alter how your clients think about their spending, portfolios and future, you’ve
Department of Labor’s New Fiduciary Rule and What it Means for RIAs
The Department of Labor’s new regulations regarding Advisors providing advice on IRA Rollovers goes into effect on Friday, July 1, 2022. With the July 1st date quickly approaching, make sure
Is it time for you to be independent?
Maybe it’s the moment you see a tech demo at a conference and realize your firm won’t ever agree to use it. Or maybe it’s when you get a great
Is Marketing at the Bottom of your To-Do List?
Have you ever been caught in the trap of thinking “next week things will slow down” only to find that “next week” never actually arrives? Running your own advisory firm
Growing Your Business in Uncertain Markets
There’s no doubt that the market is going through a tumultuous time. While many analysts are trying to pitch the cause and solution, it’s still not totally clear what these
The Housing Market Slow Down
What goes up, must come down. The old adage holds true for almost every single chart in human history. Companies, empires, markets, all of them rise and subsequently fall. We’ve
What to Tell Your Clients When the Markets are in Turmoil
If you or your clients are prone to reading the headlines, then the last few weeks have probably felt quite disheartening. Many of us have been through this type of
What Clients Need to Know About Interest Rate Hikes
The Federal Reserve recently announced the biggest rate hike since May of 2000. Chairman Powell dropped the half point jump, which sent bonds down and the market up. The Fed
Helping Clients Understand Stagflation
In case you missed it, the numbers are in and the U.S. GDP shrank in the first quarter of 2022. This is unwelcome news, especially because it resides on the
Is Your Firm Tech Ready?
There’s no stopping the integration of technology into every sector of our lives. While this may sound jarring, it’s simply the reality of modern living. Younger and future generations already
As Life Expectancy Increases, so do Demands on Retirement Income – Are Your Clients Ready?
Over the past 100 years, the U.S. and countries around the world have seen a massive uptick in life expectancy. Depending on the source, the world has added somewhere in
Protect Your Legacy: Planning for Wealth Transfer
The unpredictability of the world is evident now more than ever. As the greatest generation was more severely impacted by the recent global pandemic, the Great Wealth Transfer has begun
Agriculture, Food and the Imbalance of Costs + Profits
Agriculture and food markets have evolved tremendously over the last 20 years. Technology has led to rapid innovation, and with that, global poverty and hunger have plummeted. This explosion in
How to Leverage the Growing Interest in Financial Planning
There’s no doubt that we’re living in the golden age of technology and more specifically, software, including financial planning software. As consumers have increasing appetites for consuming digital products that
How Cryptocurrencies are Going Mainstream
The advent of cryptocurrency, specifically Bitcoin, in 2009 was mostly for the computer science community who were fascinated by the code behind it. Fast-forward a little more than a decade
War, Rising Gas Prices and Inflation
There’s no escaping the rising prices in, well, everything. We know that inflation has taken a big toll on consumers over the last year, but individual staples have far outpaced
What Wartime Means for Investors
For the past two weeks the world has watched as the war in Ukraine has taken center stage. News cycles are covering it constantly and we see reports daily about
Market Movement and International Conflicts
The 24 hour news cycle loves to keep us all aware of strife and potential conflicts around the world, but this past week’s news has been significant. As of February
Why Financial Advisor Communities Matter & How to Find the Right One for You
Freedom is a beautiful thing. The yearning to make unfettered decisions drives us to branch out, try new things and explore the world. When you decide to create your own RIA, you want that same ability to chart your own course and make your own way.
Peak Crypto Hype? Crypto in Pop Culture
The Big Game has often been a touchstone of pop culture. No doubt you’ve been watching the championship game for a few decades now. You’re likely able to recall that
Volatile Stocks Don’t Have to be Scary
Recently, Meta, Facebook’s parent company, lost the equivalent to the entire GDP of Peru. $200B was wiped from their valuation. Just last month, streaming colossus Netflix lost $50B overnight. Such
How to Talk to your Clients about Inflation Concerns
You can hardly turn on any form of media these days without being inundated with the talks of inflation. Whether its consumer goods, food prices or wholesale manufacturing costs, inflation
Tips for Talking to Clients About Market Volatility
If you’re reading this, we’re guessing it’s not your first time experiencing market volatility. There are advisors out there that lived through 2008 and the pandemic market plunge of 2020
2022 Compliance Updates for RIAs
With the new year comes many new changes to regulatory compliance for your RIA firm such as the New Marketing Rule and Ongoing Education requirements.
Managing your own compliance internally can create a lot of information to sift through for investment advisors. Without lots of reps in a compliance role, it can be difficult to know best practices, what’s important and what you should prioritize for your independent advisory firm.
Must Have Resources for Advisors in 2022
Another eventful year has come and gone and with it, people are looking ahead to new business, new opportunities, and new habits. While we can’t predict what this year will
Want to Create a Diverse Workplace? Start Your Own Firm.
It’s not hard to recognize that the financial advising world has long been dominated by a particular subset of the population. Men, particularly white men, have been the default in
Leveraging Marketing for your RIA Firm
As we adapt to life with viral variants, markets, businesses and plans are stabilizing even in the midst of the unknown. While initial variants shake up the markets, we don’t
5 Financial Conversation Starters for the Holidays (and every day)
Last year, many of your prospects and clients likely spent the holidays a bit differently than usual. The time away from family and friends has been isolating, but it also
The Power of Outsourcing and How it Can Be a Maximizer for Your Advisory Firm
Consistent growth is crucial to the success of any business. However, most financial advisory firms lack the time and resources necessary to execute strategic growth. There is one growth strategy
How to Effectively Balance Your Team
Imagine you’re driving a car with uneven wheels. The faster you drive, the shakier the wheels become, making the drive more dangerous. There is increased room for error and the car becomes difficult to manage.
Combating the Top 5 Fears to Starting your RIA Business
Starting your own RIA firm comes with a series of obstacles that can feel daunting and impossible to solve. Some have a clear path to resolution while others require more creative problem solving.
The Power of a Great Team
A strong team can make or break the success of a new RIA business. Their dedication and commitment to the business’ future forms the backbone of any successful enterprise.
A Name is More Valuable Than Riches
You’ve decided to start your own RIA firm! One of the most difficult and immediate choices you’ll be faced with is deciding on the name of your new business. The name represents your business values and ethics and is the beginning of the reputation you’ll build in the financial services marketplace.
6 Benefits of Starting Your Own RIA Firm
If you’re considering making the move to becoming a registered investment advisor, this article is for you. An increasing number of individuals are making the switch from their roles at big corporations to start their own firms.
, creating a genuine community of growth and inclusion. Hear from other firm owners about how they grew their businesses, the difficult choices they faced, and how they plan to achieve their future goals. Here, you can tru connects you to other advisors and partners on our platform pursue any goal or rise to any challenge, confident that you have a tru family at your back.