by Patrick M. Kelly | Feb 28, 2013 | RIA
Registered investment advisors with clients wanting to hold actual gold, silver, platinum or palladium in their own name can now help their clients directly by tapping into GBI Advisors (GBIA), a system billed as the first online platform that lets RIA’s store...
by Patrick M. Kelly | Jan 23, 2013 | Technology
Riskalyze, an online risk profiling tool, has launched a free version for advisors. Using its proprietary Risk Fingerprint technology, Riskalyze quantifies risk tolerance and matches it to the appropriate model portfolio. The free version was announced on the...
by Patrick M. Kelly | Jun 18, 2010 | Compensation, Financial Services Industry
[pullquote]…staffing is up by 16% from six months ago.[/pullquote] Good news for any financial advisors who work for or would like to make a move to an RIA firm. There is an increase in compensation with most RIA firms that TD Ameritrade surveyed. According to this...