Aite Group

• Recovery Slow for Wealth Management Assets: Aite Report

  By Michael S. Fischer  |  August 1, 2011

  The U.S. wealth management industry had high hopes pinned on 2010, but a report released Tuesday by Aite Group found, the overall market size of the brokerage and advisory industry had not fully recovered from its losses by year-end.

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  Wealth Management Firms Lack Comprehensive 'Onboarding' Process

  By John Sullivan, AdvisorOne  |  July 11, 2011

  Advisors risk increased client attrition, missed growth opportunities and regulatory peril, according to Aite report.

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  No End in Sight to Breakaway Broker Trend: Aite Group Report

  By Joyce Hanson, AdvisorOne  |  June 7, 2011

  The structure of employee retention packages at wirehouses will lead to a second wave of departures, an Aite Group survey of 151 advisors shows.

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  Advisors Need CRM Now More Than Ever, Aite Group Finds

  By John Sullivan, AdvisorOne  |  April 13, 2011

  Too many advisors still rely on Microsoft Outlook/Office and other tools, a report shows.

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  Aite Says Fixed-Income ETFs Are Poised for Explosive Growth

  By Joyce Hanson, AdvisorOne  |  March 17, 2011

  A new Aite Group report with analysis by John Jay says equity-based ETFs may be the dominant asset class in the ETF universe, but fixed-income ETFs are poised for explosive growth.

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  Social Media Can Bring Higher Revenues, but Compliance Is Tricky

  By Marc Zeitoun, CFA, Rydex|SGI  |  March 9, 2011

• Merrill Edge: Competitive Game-Changer, Says Industry Research Firm in Report

  By Janet Levaux, AdvisorOne  |  December 28, 2010

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  Municipal Bond Market Crisis Battering States, Towns

  By Kathleen McBride, AdvisorOne  |  November 4, 2010

  The wobbly state of the municipal bond market is the topic of a new study by Aite Group.

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  Aite Rates Best Software for Advisors

  By Joyce Hanson, AdvisorOne  |  October 26, 2010

  As advisors grow more reliant than ever on software to track their clients' accounts, Aite Group has released a report that rates 11 major technology players' financial planning platforms.

• Aite's Best Financial Planning Software for Advisors

  By Joyce Hanson, AdvisorOne  |  October 25, 2010

  As advisors grow more reliant on software --and as the choice of products has grown at a mind-bogglingly fast rate--Aite Group has released a report rating 11 firms' financial planning platforms.