For advisors looking for new ways to grow their business, this practical, solutions-packed guidebook provides the tools to become the "go to" people for their investors' comprehensive financial and investment needs.
Are you doing as well as your peers? How does your success compare to theirs?
This independent study shows what data say about current trends, uncovers the truth about economies of scale and, most importantly, reviews actionable strategies that can be implemented immediately.
Destination RIA: What to Expect and How to Prepare is a new independent study published by Pershing Advisor Solutions and produced by FA Insight. It provides wirehouse advisors with a thorough review of the independent registered investment advisor (RIA) model and sets expectations for the experience of working as an RIA.
When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance Standards (GIPS) are often viewed as an industry best practice.
For hedge funds, technology is undergoing a dramatic transformationfrom basic infrastructure to a competitive differentiator. New tools are helping managers attract investors with stable, scalable processes even as they implement increasingly complex strategies.
Pershing LLC, in conjunction with FA Insight, a consulting and research firm that works exclusively within the financial services industry, has developed a study that re-examines some of the traditional business practices of an investment professional.
Pricing Strategies to Create Growth: An Independent Advisor's Guide, published by Pershing Advisor Solutions and produced by FA Insight, is a new guidebook that examines the leading pricing practices among top advisory firms and provides best practice guidelines to drive profitability.
Dually registered advisors are the fastest growing segment in advisory services. The hybrid model represents an opportunity for broker-dealers to grow and compete in the next decade and beyond.
This informative paper outlines a methodology for using the leverage ratio as an alternative, complementary risk metric--one that is designed to help managers and investors understand their maximum risk exposure.