RIAs

Sponsored by

• 

  Top Advisors Sound Off on Tech: NAPFA Conference

  By John Sullivan, AdvisorOne  |  May 9, 2013

  "How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.

• 

  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.

• 

  Advisors More Likely to Switch Firms With Family’s Approval

  By Gil Weinreich, AdvisorOne  |  May 9, 2013

  Memo to recruiters: A focus on the financial advantages of switching firms may ultimately be less effective than demonstrating how a move might improve the advisor’s work-life balance.

• 

  Why Women Select, Retain or Reject an Advisor

  By John Sullivan, AdvisorOne  |  May 9, 2013

  The money I spent on a financial advisor was "the best investment I ever made," says one panelist.

• 

  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.

• 

  Desperately Seeking Women: IRI Research Explains Advisor Gap

  By Joyce Hanson, AdvisorOne  |  May 7, 2013

  Careers in the financial advising field are expected to grow at twice the rate for all jobs between now and 2020—but where are the women?

• 

  SEC Chief Defends Budget Request to Skeptical Lawmakers

  By Melanie Waddell, AdvisorOne  |  May 7, 2013

  SEC Chairwoman Mary Jo White told a House panel on Tuesday that the agency’s $1.67 billion budget request for 2014 would help the agency fulfill one of its top priorities: adding 250 examiners for advisors.

• 

  Advisor Headcount on the Decline: Cerulli Study

  By Janet Levaux, AdvisorOne  |  May 7, 2013

  A few advisor channels, however, continue to show momentum in the industry, the latest research shows.

• 

  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.

• 

  The Elevator Speech That’s Sure to Fail: New Genworth Practice Management Book

  By Joyce Hanson, AdvisorOne  |  May 3, 2013

  Consider two financial planners, both of whom specialize in working with doctors, making their 'elevator speeches' at a cocktail party after a medical conference. Which pitch works best?