Mobile computing options have grown exponentially over the past few years, creating new opportunities for deeper advisor/client relationships. However, mobile computing offers hurdles to overcome as well. This paper addresses the trends driving the mobile revolution in investment and wealth management and best practices for success.
A look ahead at the new face of wealth--and ideas for engaging the investor of the future today.
For Independent Registered Investment Advisors: Creating Growth Through Optimal Usage of a CRM System
A new guidebook advocates a manageable, incremental approach to broadening and deepening usage of this important technology by independent registered investment advisors.
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.
Strategic advice and key considerations to help advisors achieve synergies and create competitive advantages through RIA to RIA transactions.
Pershing Advisor Solutions has commissioned a new study, Advisor of the Future II: Building a Business to Last, created to give advisors an advanced alert to the new challenges and opportunities that advisors are likely to encounter over the next few years.
Are you doing as well as your peers? How does your success compare to theirs?
Global growth may be slowing, as deleveraging continues to drag on recovery. Is recovery sustainable in this environment? What is the current outlook for risky assets? How will the final, global rebalancing endgame play out?
The third quarter of 2012 was the slowest of the year so far in terms of the number of deals and total assets exchanged through mergers and acquisitions in the financial advisory industry.
Elections and Economies: The Limits of Power in the Age of Deleveraging, examines the potential impact upcoming global elections may have on markets and fiscal policy. Authored by senior economists at Roubini Global Economics, this independent study also explores the trend of deleveraging as a response to the current political and financial environment.