RIAs

Sponsored by

• 

  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?

• 

  Jud Bergman: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 3, 2013

  Envestnet began as a turnkey asset management provider, where it remains a leader punctuated by its announced acquisition in mid-April of Prudential’s Wealth Management Solutions, with its $12 billion in assets.

• RIAs Closed 13 M&A Deals in Q1: Schwab Advisor Services

  By Joyce Hanson, AdvisorOne  |  May 2, 2013

  The RIA sector notched its greatest number of M&A deals since Q1 2012, but overall deal size declined.

• 

  LPL Financial Gains Ingham as Hybrid RIA Affiliate

  By Janet Levaux, AdvisorOne  |  May 2, 2013

  The Florida-based firm has more than 10 advisors and $1.5 billion in assets under administration.

• 

  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.