AdvisorBenchmarking, a best-practices financial services consulting firm owned by Rydex/SGI, released its annual benchmarking survey (.pdf) results and I have to admit, I find them surprising, yet somewhat predictable. After surveying over 500 RIA firms earlier this year, the firm distilled various trends in the industry. Definitely check out the whole report, but I wanted [...]
by Zack Miller on August 4, 2009
Financial newsletters are awesome ways to provide value. Investors, analysts and financial journalists all subscribe to these stock newsletters to stay on top of their research. There are numerous letters in the market — getting one up and running is just the beginning. Next, you need to find a way to market and distribute your [...]
New Rules focused on new trends for investors Over the past 6 months, I’ve written about a lot of things on New Rules. Whether its my ADD or just the fact that so much is going on, I’ve taken different directions with the blog. From structural changes in Investor Relations to some interesting new models [...]
by Zack Miller on May 10, 2009
Times are tough Tough for everyone and tough for stock brokers who are reeling from both the nasty performance of the stock market over the past year and from structural changes in their business. So far this year (May 2009), over 17,000 brokers have left the profession which would equate to 35,000 exiting the business [...]
