http://www.advisorone.com/practice?f=rss en http://www.advisorone.com/2013/06/19/raymond-james-janney-nab-more-morgan-stanley-merri?ref=rss http://www.advisorone.com/2013/06/19/raymond-james-janney-nab-more-morgan-stanley-merri There's some debate, however, as to what's driving the latest movement out of the wirehouses and its significance, experts say. Wed, 19 Jun 2013 19:33:00 -0400 http://www.advisorone.com/2013/06/19/4-areas-of-advisor-focus-to-enhance-the-client-exp?ref=rss http://www.advisorone.com/2013/06/19/4-areas-of-advisor-focus-to-enhance-the-client-exp “I feel the days of asking for referrals are over," Keith Johnson of Curian Capital says. "The advisor shouldn’t have to ask for referrals; he should earn them.” Wed, 19 Jun 2013 16:34:00 -0400 http://www.advisorone.com/2013/06/19/site-aims-to-make-social-media-free-and-painless-f?ref=rss http://www.advisorone.com/2013/06/19/site-aims-to-make-social-media-free-and-painless-f Advisors in the business just 15 years ago will remember when the whole world suddenly was using email—except for advisors. Now Jennifer Openshaw wants to help the industry overcome its current diffidence about using social media. Wed, 19 Jun 2013 14:50:00 -0400 http://www.advisorone.com/2013/06/19/the-role-of-profit-margins-in-business-stability?ref=rss http://www.advisorone.com/2013/06/19/the-role-of-profit-margins-in-business-stability In part two of a post, we explore that while revenue and expenses of a business are not stable, neither is your staff. Wed, 19 Jun 2013 13:37:00 -0400 http://www.advisorone.com/2013/06/19/lpls-ria-platform-hits-50b-in-assets?ref=rss http://www.advisorone.com/2013/06/19/lpls-ria-platform-hits-50b-in-assets More than 200 firms now custody their assets with the independent broker-dealer—including breakway brokers. Wed, 19 Jun 2013 13:20:00 -0400 http://www.advisorone.com/2013/06/19/why-i-feel-torn-over-the-cfp-boards-treatment-of-g?ref=rss http://www.advisorone.com/2013/06/19/why-i-feel-torn-over-the-cfp-boards-treatment-of-g Now that the CFP Board has released details about its actions against former Chairman Alan Goldfarb, I better understand its reasoning. In this case, though, should justice have been tempered with mercy? Wed, 19 Jun 2013 13:11:00 -0400 http://www.advisorone.com/2013/06/18/dols-borzi-lawmakers-cant-hold-back-fiduciary-plan?ref=rss http://www.advisorone.com/2013/06/18/dols-borzi-lawmakers-cant-hold-back-fiduciary-plan Efforts by members of Congress to slow the DOL’s reproposal of its fiduciary rule will have little to no effect, Phyllis Borzi, assistant secretary of DOL’s Employee Benefits Security Administration, said Tuesday. Tue, 18 Jun 2013 16:06:00 -0400 http://www.advisorone.com/2013/06/18/advisorones-best-comments-goldfarb-fiduciary-refer?ref=rss http://www.advisorone.com/2013/06/18/advisorones-best-comments-goldfarb-fiduciary-refer Our regular collection of some of the most recent—and most thought-provoking—comments made by readers on AdvisorOne. Tue, 18 Jun 2013 15:33:00 -0400 http://www.advisorone.com/2013/06/18/envestnet-finds-20-income-rise-for-rias-who-integr?ref=rss http://www.advisorone.com/2013/06/18/envestnet-finds-20-income-rise-for-rias-who-integr The Envestnet | Tamarac white paper also found that registered investment advisors with some level of integration have almost twice the amount of assets under management as RIAs with the same size staff but no integration. Tue, 18 Jun 2013 15:07:00 -0400 http://www.advisorone.com/2013/06/18/palaveev-first-allied-sale-part-of-a-second-wave-o?ref=rss http://www.advisorone.com/2013/06/18/palaveev-first-allied-sale-part-of-a-second-wave-o Philip Palaveev discusses what the interest of private-equity investors like Nicholar Schorsch means for independent broker-dealers. Tue, 18 Jun 2013 14:34:00 -0400