Aite Group

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  6 Attributes of Business Pioneers: Envestnet’s Bergman

  By John Sullivan, AdvisorOne  |  May 1, 2013

  Members of Envestnet’s senior management kicked off the firm’s advisor summit in Chicago on Wednesday with an inspirational session on the characteristics of pioneers.

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  Do CIMAs Get More Bang for Their Buck Than CFPs?

  By John Sullivan, AdvisorOne  |  April 29, 2013

  CIMAs earn more, see stronger asset growth and express greater career satisfaction than those without the designation, IMCA claims.

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  Top 10 Wealth Management Trends for 2013

  By Joyce Hanson, AdvisorOne  |  January 25, 2013

  Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.

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  How 4-Step Process to Achieve Tech Integration Boosts Revenue

  By Danielle Andrus, AdvisorOne  |  December 4, 2012

  When advisors had their systems fully integrated it could increase their revenue by up to 30%, and allow staff to spend 10% more time prospecting and adding new clients, the SEI white paper found.

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  BDs: Are You Opening Accounts the Wrong Way? You Could Be Losing Clients and Advisors

  By Danielle Andrus, AdvisorOne  |  October 26, 2012

  Broker-dealers that don’t have well-developed account opening processes are losing clients and depressing advisor satisfaction levels, a white paper released by Aite Group on Thursday found.

• Guaranteed Income: A Missed Opportunity for Your Clients?

  By James Poer  |  September 25, 2012

  The appeal and practicality of guaranteed income investments is rising.

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  Advisors Feel Pinch of Compensation Squeeze

  By Ellen Uzelac  |  September 25, 2012

  Many advisors expect to see a slight lift in pay in 2012, but with the sluggish economic recovery, ongoing global challenges and relentless cost-cutting, there is little reason to bring out the bubbly.

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  A Chat With CFP Board CEO Kevin Keller: Fiduciary, SRO and His Priorities

  By Melanie Waddell, AdvisorOne  |  August 21, 2012

  Providing the SEC with the resources it needs “is the best solution" to the advisor exam problem, says Kevin Keller, but finding a way to ensure advisors face more exam scrutiny—through an SRO or user fees paid to the SEC—will be a “long-term issue.”

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  Young Investors’ Assets and Loyalty Up for Grabs by Wealth Managers

  By Michael S. Fischer  |  August 1, 2012

  With some $40 trillion expected to transition to younger generations in the U.S. in coming decades, wealth managers must grow their online investing capabilities to lure younger investors, according to a study released Monday.

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  CFPs Add Value, Are More Productive: Study

  By Marlene Y. Satter, AdvisorOne  |  August 1, 2012

  Financial advisors who carry the CFP designation add value to their firms, are more productive and provide a higher level of client satisfaction, according to the results of a new study from Aite Group.