Hello everyone, this is the community's map! (Click here) A map of where everyone in the Conneqtor Community lives so that people living close to each other can connect! Grab coffee, go on a hike or exchange ideas. Please comment with your general location below and you'll be added on the map within a week.

"Each year, Raymond James RIA & Custody Services (RCS) conducts a survey of our registered investment adviser (RIA) principals to gauge processes and practices within the RIA space. This feedback allows us to focus our efforts on what matters most to our RIA clients, ensuring your needs remain our top priority. Though the survey was originally developed for an internal report, peer comparison can be an important tool for goal planning and strategizing, so we are glad to share a selection of the survey data with you. In total, consider this document a “state of the RIAs” report with insight into trends and changes to help you focus your growth efforts or modify your service offerings."

Wanted to put together some resources on this topic for anyone else that might be looking in their options. - Check out the attached video from Leila Shaver on what the requirements are - basically, if you're proxy voting on behalf of your clients, you need to vote in their best interest. The companies that provide these services to advisors include: - Broadridge - ISS Stoxx - Glass Lewis (doesn't look like its for advisors, maybe just institutional investors)

https://visualizevalue.com/

https://www.simplicityoperations.com/blog/choose-a-niche