TradePMR and Robinhood executives speaking at Wealth Management EDGE said they are working toward connecting advisors to the 26 million self-directed Robinhood users, who are now an average age of 35.
Every model has its pluses and minuses, says Savant CEO Brent Brodeski. He identified the best of each one to build a sustainable wealth management business.
College students studying financial planning are predominantly interested in firms that can offer internships, pay for professional training, and show mission-driven cultures.
Private market investment providers believe the potential is great, but RIAs are still sorting through how to offer the alternative investments, according to a panel at Wealth Management EDGE.
The organization’s “competency model” will focus on six areas, including client communication, leadership and professionalism, with a self-assessment and access to webinars and other tools.
A new survey from Natixis Investment Management shows that concerns ranging from stubborn inflation to potentially higher taxes are dampening investor confidence.
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