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Community: Polls

  • March 8, 2016
    Do you use a committee structure to make investment decisions?

    Independent RIAs aren't required to use investment committees for decision-making. But committees can provide evidence of more robust decisions. Do you have an investment committee?

    No Comments
  • February 23, 2016
    Do Volatile Markets Make Client Retention Easier or Harder?

    The first couple of months of 2016 have lurched from one market-shaking event to another. In such market conditions is it easier or harder to keep clients?

    No Comments
  • February 16, 2016
    Is Market Volatility Bringing Gold Back Into the Conversation?

    With markets in turmoil, gold might look pretty good for some investors. Is now the time to have "the gold chat"?

    Last Comment: February 16, 2016
    1 Comment
  • February 9, 2016
    Long term, what's the biggest threat to retaining clients?

    With pressure on fees, robos creeping into the high net worth space, and persistently volatile and bearish markets, what factors worry you most when it comes to retaining clients?

    Last Comment: March 29, 2016
    1 Comment
  • February 2, 2016
    Who Would You Rather Sell Your Firm To?

    With private equity house Lighyear Capital buying AIG's advisors, BNY Mellon acquiring Atherton Lane Advisers, and a few indie mergers on the boards, 2016 is already shaping up to be a banner year for M&A. If you were to sell your firm, what is your preferred buyer?

    No Comments
  • January 26, 2016
    The Reason I'd Leave My Wirehouse Is...

    Recent reports suggest wirehouses are in for a period of mass exodus as many advisor-retention deals expire in the next few months. But will this really trigger a flood of fleeing advisors? FA-IQ wirehouse readers: What's the reason – if any – you'd leave your wirehouse?

    No Comments
  • January 5, 2016
    What Will Be the Biggest Challenge for Advisors in 2016?

    Robo-advisors on the rise, increased regulation on the horizon, bearish market sentiment... And it's an election year! What will keep advisors up at night in 2016?

    No Comments
  • December 29, 2015
    On Aggregate, Did You Grow Your Clients' Portfolios in 2015?

    A volatile S&P 500, mixed results in global markets and variable fixed-income returns ... On average, how did your client portfolios fare in 2015?

    Last Comment: December 29, 2015
    1 Comment
  • December 22, 2015
    Is This the Time of Year to Engage Clients or Stay Away?

    How much contact should you have with your clients during the holiday season?

    No Comments
  • December 15, 2015
    Does the Junk-Bond Selloff Put Clients’ Portfolios in Danger?

    With junk bonds in trouble, and higher-rated corporate bonds showing weakness, are there woes in store for securities in general?

    No Comments
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