Aite Group

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  Seeking Social Media’s Payoff

  By Ellen Uzelac  |  June 27, 2012

  In less than one year, advisor Elle Kaplan’s “online tribe,” as she calls it, has surged from 10 to more than 2,400 Twitter followers. Not coincidentally, a dozen of them have signed on as clients.

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  The Financial Upside of Succession Planning

  By James Poer  |  June 26, 2012

  As a smart financial advisor, you want to maximize the value of your most valuable asset—your practice.

• Fidelity, Schwab, Scottrade Wrestle With Facebook Fallout

  By John Sullivan, AdvisorOne  |  May 25, 2012

  NASDAQ now counts 30 million improperly executed shares.

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  How Advisors Are Using Social Media (With No Compliance Headaches!)

  By Michael E. Kitces  |  February 27, 2012

  Advisors are increasingly under pressure to begin using social media in their own practices, but the research shows that the main benefit is how it improves communication and interaction with current clients.

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  Top 10 Trends in Wealth Management for 2012

  By Marlene Y. Satter, AdvisorOne, Joyce Hanson, AdvisorOne  |  January 24, 2012

  Whither wealth management? The industry will continue to undergo radical changes that began in 2008, says Aite Group in a detailed report.

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  Grow Your Business With Social Media

  By Eric Clarke  |  November 28, 2011

  In my years of experience working with investment advisors, the No. 1 way new clients are acquired has consistently been through referrals.

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  Advisors Crave More Control Over Asset Management: Aite

  By Joyce Hanson, AdvisorOne  |  November 11, 2011

  'Clearly, advisors crave more control in the asset-management process,' says the Aite Group's report, 'Managing Wealth: Advisor Perspectives on Investment Products and Fee Business.'

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  Apple of Their Eye: iPads, iPhones Favorites of Advisors, Survey Finds

  By Janet Levaux, AdvisorOne  |  October 14, 2011

  Financial advisors polled by Aite Group said they preferred using iPads and iPhones over BlackBerry devices, according to a report released Thursday.

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  Where’s Your Compensation Heading?

  By Ellen Uzelac  |  September 29, 2011

  Most financial advisors expect to see a spike in revenue in 2011 but continuing market volatility and a growing unease over Washington have put a chill on any unfettered enthusiasm.

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  Bank Financial Advisor Cross-Selling Is Floundering

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  September 25, 2011

  Are banks and their affiliated broker-dealers fully exploiting cross-selling opportunities?