Why RIAs would rather go to Twitter than talk to a wholesaler
Asset managers are cutting out the middle-man by going straight to the Web, study says
Zack at NewRulesofInvesting.com
Interesting points from Pat about how RIA’s tendency to do their own research impacts how they purchase services and funds
An interesting component (and often unrecognized value) of adding a social media element to asset management campaigns is “behind the scenes”. From wholesaling perspective – it is often a lead with the product, terms and specs and the mechanics. Important yes – but not as the lead. Understanding how managers and product manufacturers 'think’ and through what lenses they view the market provides a richer view for advisors to gauge what products they want to consider.
Integrating social neworking with other forms of marketing, is key.
A 20-year Merrill Lynch veteran got Sanctuary Wealth to $10 billion in AUA in 15 months with no outside capital and no time in bed: 'Nobody's slept since April'
Jim Dickson also recruited HighTower talent, Amit Dogra, to bring the old HighTower brokerage model and execute it as HighTower veers toward buying RIAs
August 15, 2019 at 7:58 PM
New-look Hightower hires Abby Salameh and takes a 'Hurley-style' stake in a $4.8 billion DFA RIA
The Chicago roll-up gets a chief marketing officer who gets RIAs as it becomes part-Dynasty, part- Fiduciary Network in adopting a very 2019 deal structure for LourdMurray
May 3, 2019 at 7:11 PM
Bob Oros starts his CEO life at HighTower Advisors with a town hall meeting and clear authority
The former Fidelity RIA chief now runs his formerly largest RIA client, from Chicago, and with Elliot Weissbluth as chairman, 'inorganic' asset and 'evangelist'
January 8, 2019 at 3:09 AM
Top Executive: Jennifer Tice