IN Research shares exclusive statistics and industry data from InvestmentNews with the goal of improving a financial adviser's business IQ.
New York
Joined February 2011
- Tweets1.4K
- Following611
- Followers2.7K
- Likes168
IN Research retweeted
Don't just be in the know, be the first to know. The all-new Advisers on the Move from @investmentnews is the ultimate guide to the industry's coming and goings, featuring weekly updates and more than 150,000 moves going back to 2009. bit.ly/2VNviQu #INAOTM
IN Research retweeted
Did you know 55% of an average advisory firm’s revenues and 75% of all expenses go to compensation expenses? Find out how your firm stacks up. Participate in our 2019 Compensation & Staffing Benchmarking study — the only independent resource for such data. bit.ly/2HadQvu
IN Research retweeted
NEW! @MBFretirepro has a new podcast
Health care. It’s the one retirement planning challenge no one can afford to ignore. Join Social Security and retirement expert Mary Beth Franklin for the first episode of her podcast Retirement Repair Shop. bit.ly/2VjSCVV #INpodcasts
IN Research retweeted
FREE WEBCAST TODAY: Benchmarking the Latest Trends in Adviser Technology. Tuesday, May 7 @ 4 p.m. ET. More details and registration: bit.ly/2ViDQPb
IN Research retweeted
FREE WEBCAST TOMORROW: Benchmarking the Latest Trends in Adviser Technology. Tuesday, May 7 @ 4 p.m. ET. More details and registration: bit.ly/2H4qJXA
IN Research retweeted
We’ve gathered important data from the industry’s most innovative and top-performing financial advisers – and the findings are available in the new 2019 @InvestmentNews Adviser Technology study. Download today! bit.ly/2ZOghfM
IN Research retweeted
.@BDNEWSGUY on brokerages' quarterly reports: @RaymondJames adds advisers, warns of slowdown bit.ly/2PvoZdY; @UBS loses 166 advisers: bit.ly/2IEjcSE. @investmentnews
IN Research retweeted
IBD report: Another impressive year. Despite a stock market decline, revenue is up. And the streak isn't expected to end anytime soon. This week's cover story is by @bdnewsguy.
IN Research retweeted
Join me tomorrow afternoon for the latest @investmentnews webcast on everything you need to know about ESG investing tinyurl.com/y3a92b95
It's free and you get CE credits. Happy #EarthDay
IN Research retweeted
And of course - we like to tell our story of a film festival with a video #INImpact
IN Research retweeted
How is your firm utilizing technology? What is your firm’s adviser adoption rate? Some great best practices in this story and the new research Matthew Sirinides @ryanWneal lnkd.in/dWKBGkE
IN Research retweeted
FREE WEBCAST TODAY: The evolution of independence: Secrets behind the fastest-growing firms in the industry. 4 p.m. Register here: bit.ly/2ECKNzf
IN Research retweeted
#Advisors are increasingly focused on the #clientexperience and how to improve their #digital touch points, says new 2019 study
buff.ly/2Ig4nGD
by @mssirinides @statsfromIN via @FinTechie
#fintech #wealthmanagement #CX
IN Research retweeted
Advisers on the Move. Track teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers. bit.ly/2EhLH47
IN Research retweeted
FREE WEBCAST: The evolution of independence: Secrets behind the fastest-growing firms in the industry. March 12. Register here: bit.ly/2TvxLgj
IN Research retweeted
For anyone wondering why it's still SO hard to get a fiduciary duty for financial advisors in place, this data from @MarkSchoeff @NewsfromIN on lobbying spending from the anti-fiduciary product manufacturers/distributors vs actual advisors says it all... kitc.es/2H2yXB8
IN Research retweeted
Hey fellow procrastinators...good news. How does your tech stack up? @statsfromIN
IN Research retweeted
Introducing the 2019 InvestmentNews Icons & Innovators: These 11 change agents are shaping and transforming the financial advice profession. bit.ly/2D9eqaP #innovateIN
IN Research retweeted
Hundreds of advisers with tens of billions in assets left Wall Street in 2018 investmentnews.com/article/2…
