White Papers and Articles
...it’s the individuals who choose to focus on a niche market who gain the upper hand because it allows them to become more easily identifiable as a specialist in a particular area. This, in turn, increases the likelihood of more clients wanting to do business with— and refer others to—them...
3 Ways To Nailing Down Your niche
Over the years, our Year Ahead themes have included the Year of Deleveraging, in 2008, Crossing The Rubicon, in 2010, Where the Buffalo Roam, in 2015, and last December, when we published the Year Ahead for 2016, we envisioned a “grind it out year” that had the potential to produce returns of 7%‐8% (before dividends) in U.S. equities and contain more episodic volatility versus a consistently
2017 YEAR AHEAD: A WORLD OF CHANGE
The U.S. retail investment landscape is evolving quickly. And the registered investment adviser business model — as a major driver of growth in the industry — is evolving even faster. RIAs come in all shapes and sizes, fueled by an entrepreneurial spirit and strong desire to meet a broad range of urgent client needs head-on.
TOP ADVISOR SECRETS:
THE 2015 ELITE RIA STUDY
To stay profitable and grow in the new digital economy, banks need to adopt a customer-centric business model, diversify online delivery of products and services channels, and begin
making meaning from valuable trails of digital information.
Digital Banking: Enhancing
Generating Long-Term Loyalty
The wealth-management business is in a state of upheaval as new technology and low-cost alternatives make do-it-yourself investing easier than ever. Fees are falling, and so is the outlook for people who once made good livings doling out financial advice. For advisers, the worst may be yet to come
The decline of investment advisers
Position your business for the long-term Now, more than ever, an overwhelming amount of financial information is available to your clients, and they are looking for someone to guide them through their
THE VALUE OF FEE-BASED ACCOUNTS
Everywhere you look, the signs of change are there. The demographics of wealth are shifting dramatically around the world—from the growing dominance of women investors in North America to the rising middle class in emerging markets.As part of this shift, the wealth industry will see trillions of dollars of wealth transfer from baby boomers to a new generation of digital natives with very different