Practice Management

• 

  What’s an RIA’s Ideal Model? (Hint: It’s About the Money)

  By Joyce Hanson, AdvisorOne  |  May 9, 2013

  For RIAs, getting into M&A as well as advisor recruiting may be tough, but it may be the only way for them to survive, the Alliance for RIAs says.

• 

  8 Practice Areas Where Advisors Can Save Big With Tech

  By John Sullivan, AdvisorOne  |  May 9, 2013

  Between 40% and 45% of revenue goes to overhead—a number that isn't changing with growth, but could with some help from technology.

• 

  Warning: Micromanagement Doesn’t Build Successful Firms

  By Angie Herbers  |  May 8, 2013

  You hired them, you trained them and you coach them. Let employees do their job.

• 

  Forget Freud: Women Know What They Want

  By James J. Green, AdvisorOne  |  May 7, 2013

  At FPA Retreat 2013, Heather Ettinger provides the facts on women, and suggests how the majority of advisors’ potential clients want to be treated after a divorce or death of a spouse.

• 

  Middle-Age White Guys Need Not Apply: AIG’s Advisor Group Diversifies Recruitment

  By Joyce Hanson, AdvisorOne  |  May 7, 2013

  The traditional image of the wirehouse-trained advisor serving strictly HNW white males is giving way as women challenge assumptions about who the average investor is.

• 

  TDAI’s Healy: Engage in Demographic Stereotypes at Your Peril

  By John Sullivan, AdvisorOne  |  May 6, 2013

  Gen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.

• 

  Mark Tibergien: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 6, 2013

  Tibergien’s influence on the industry started before his affiliation with us and will last far beyond 2013.

• 

  The 2013 IA 25 Slideshow: Thought Leaders

  By Editorial Staff  |  May 6, 2013

  Among the most influential people in the industry are the researchers, economists and consultants whose work shapes the way advisors do business these days.

• 

  CFP Board’s CE Plan Rattles FPA Retreat Attendees

  By John Sullivan, AdvisorOne  |  May 5, 2013

  The CFP Board, which is currently tasked with setting the standards and regulating CFP CE providers, would become a provider itself if the plan were approved.

• 

  Kitces and Winterberg Describe the Future of Financial Planning

  By John Sullivan, AdvisorOne  |  May 5, 2013

  At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.