Grow Your Business With Social Media
In my years of experience working with investment advisors, the No. 1 way new clients are acquired has consistently been through referrals.
Social Media Tops RIAs’ Compliance Concerns, Survey Finds
Advisory firms are spending more time on compliance, with 92% of RIAs employing at least one full-time compliance specialist, an increase from 78% in 2010, according to a recently released compliance survey of 412 RIAs.