1. Direct-Investing Platforms Are Taking More Market Share As They Offer Improved Services And Financial Advice
(Matching tags: investor behavior,TD Ameritrade,Schwab,standardization)

Investors are placing more money with direct-investment firms such as Fidelity Brokerage Services, The Vanguard Group Inc., Charles Schwab & Co. and TD Ameritrade Inc. Many of these investors also ...

2. No More Exceptions!
(Matching tags: asset management,portfolio construction,managing,standardization,productivity)

An advisor can be as organized and as streamlined as possible, but if every client is an exception, all efficiency is lost.

3. Stop Investing in Individual Stocks!
(Matching tags: portfolio construction,diversification,standardization,productivity,stocks)

Why do some advisors choose individual stocks rather than mutual funds for their clients’ accounts?  How can an advisor justify choosing individual positions for clients?

4. Standardizing Investment Structure For Practice Efficiency
(Matching tags: portfolio construction,asset allocation,standardization,profitability)

Advisors who carefully design and define investment models will not achieve efficiency without proper implementation. While it takes time to set up models and code asset classes in portfolio management ...

5. Profitability And Scale Through Standardization
(Matching tags: standardization,profitability,practice management,productivity)

To truly achieve profitability and scale, advisors must accept standardization.  Just mentioning the word "standardization" will cause some advisors to react with instant reluctance.  ...