The decade’s-long trend toward fee-based advisory business was validated as financial professionals faced the global pandemic in 2020. While professionals relying on new clients for revenue via transactional business found themselves in a predicament as the country went on lockdown and people stayed home, those with recurring revenue streams from assets under management (AUM) were able to navigate the choppy waters with far less revenue fluctuation in their businesses.
While the trend toward AUM has been growing for the past decade, there appears to be a perfect storm triggering demand. The current market conditions have investors clamoring for active participation in the stock market. Meanwhile, regulatory changes seemingly favor the business model where conflicts of interest can be reduced or eliminated.
This puts financial professionals in a position to introduce investment advisory services or grow their current AUM. This guide will share 30-years of insights, tools, and best practices for growing and managing AUM whether you’re just getting started or have been doing it for many years.
It’s hard to believe that we’re halfway through 2024 already. In this special edition of the Trending Report we’re joined by Kevin Roskam, Senior Advisory Business Consultant at USA Financial, to talk about where we’ve been, where we’re going, and what we should be doing in the second half of the year.
In this episode of the Trending Report, we’ll talk about how a stock falls out of favor. It’s a lesson in adapting to change from a business, stock market, and economic perspective. We’ll also dive into market data as of June 7, 2024.
There is a jarring generation gap, and that gap has widened to the largest that has been seen in modern history. In this episode of the Trending Report, we’ll dive into why the stock market and business in general are going to have to adapt, as well as cover market data as of May 24, 2024.
It’s hard to believe that we’re halfway through 2024 already. In this special edition of the Trending Report we’re joined by Kevin Roskam, Senior Advisory Business Consultant at USA Financial, to talk about where we’ve been, where we’re going, and what we should be doing in the second half of the year.
In this episode of the Trending Report, we’ll talk about how a stock falls out of favor. It’s a lesson in adapting to change from a business, stock market, and economic perspective. We’ll also dive into market data as of June 7, 2024.
There is a jarring generation gap, and that gap has widened to the largest that has been seen in modern history. In this episode of the Trending Report, we’ll dive into why the stock market and business in general are going to have to adapt, as well as cover market data as of May 24, 2024.