by Matt Sonnen | Apr 16, 2019 | COO Best Practices, Operations and Technology
Anders Jones of Facet Wealth recently wrote that as RIAs approach the elusive $1 billion AUM milestone, they need to be increasingly cognizant of their profit margins and resources needed to service their clients. The goal of any RIA is to provide high-touch...
by Anna Maria Garcia | Apr 8, 2019 | COO Best Practices, Operations and Technology
Technology reporter Ryan Neal’s recent article offered a refreshing (and interesting) perspective of problems RIAs often face with their technology suite of systems. He provided an entertaining spin on this common challenge for firms, likening popular Netflix...
by Matt Sonnen | Mar 17, 2019 | COO Best Practices
We have written much about the benefits of professional management for RIAs. By bringing in professional management, the owners/advisors of the firm are availed of the day-to-day burdens of running the business, which allows them to focus 100% of their efforts on...
by COO Society | Feb 28, 2019 | COO Best Practices, M&A, White Papers
As we announce our latest co-written white paper, we thought we would first share some background research and history put into this particular M&A thought leadership piece. While this is the first time we have formally partnered with another industry leader...
by COO Society | Jan 9, 2019 | COO Best Practices
In late October, we released our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers,” the sixth installment in our industry series. Our goal was to uncover the benefits of professional...
by Anna Maria Garcia | Dec 5, 2018 | COO Best Practices
This open letter is a response to a Bloomberg Article InvestmentNews ran Tuesday about some male Wall Street executives whose concerns about #MeToo accusations have led them to limit the ways in which they work with female colleagues, for example by refusing to...
