RIA FIRM

We’ll Get You There

THE BRIDGE®: RIA EDITION, FALL 2017

Take a look at our semi-annual magazine, The Bridge: RIA Edition, to gain insight and help your firm tackle issues many businesses face. This season’s edition, “Destination: Next Generation”, addresses many of the factors to consider while working in a multi-generational workforce.

FEATURED BLOGS

Appealing to Millennials Part 1

As an older-looking member of generation Z, people often ask me what it is that they can do to attract potential clients from the millennial age group.
Can you ever get ahead of technology?

Can you ever get ahead of technology?

Colin Randall* is frustrated. His firm’s clearing partner just updated its software suite, and Colin discovered that the earlier version of Windows on three of the five computers in the firm’s office are incompatible. Terry, his friend who runs the local computer...

Are you creating a legacy or capital?

Are you creating a legacy or capital?

Are you creating a legacy or capital? As a longtime partner in your RIA firm, you’re proud of your professional expertise and what you’ve been able to accomplish. Whether you took the step of becoming a partner to have a bigger say in how your clients are served, to...

Are you ready for disruption and correction?

Are you ready for disruption and correction?

If you’ve been an RIA for any length of time, you know your clients well. The day after the Dow takes a 500-point dive, your phone is ringing off the hook as you walk into the office. She’s terrified. Does this mean she’s going to lose her life savings? Should he take...

Have questions? Talk with our experts for more information.