Industry Involvement

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The Operations Revolution

Written by industry journalist and long-time HIFON advocate: Bob Veres, of Inside Information.        Some years ago now, I read a Cerulli report which purported to predict the future of the ‘independent RIA channel,’ or some such thing.  I normally did (and still do) ignore the Cerulli research because I think they understand the…

The Operations Revolution

Written by industry journalist and long-time HIFON advocate: Bob Veres, of Inside Information.        Some years ago now, I read a Cerulli report which purported to predict the future of the ‘independent RIA channel,’ or some such thing.  I normally did (and still do) ignore the Cerulli research because I think they understand…

4 Steps to Building the 2025 Advisory Firm

Written by HIFON member: Jon Holmgren      You know the sound that a record player makes when it comes to a screeching halt and the music abruptly cuts off. That was the sound in my head when I was recently asked the question, “What percentage of the work you do on a day-to-day basis…