RIAs

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  The 2013 IA 25 Slideshow: CEOs

  By Editorial Staff  |  May 27, 2013

  As the leaders of major firms in the industry, these people could be fairly called the epicenter of influence.

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  Ignore the Talking Baby and the Green Line, eMoney Advisor Warns Investors

  By John Sullivan, AdvisorOne  |  May 24, 2013

  A YouTube video by eMoney Advisor takes aim at the argument that investors should make their own financial plans by following green lines and listening to talking babies.

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  Honoring Advisors Who Serve(d): Memorial Day, 2013

  By James J. Green & Ron Pechtimaldjian  |  May 24, 2013

  In our latest slideshow honoring advisors and their partners—and one famous non-advisor, PIMCO’s Bill Gross—who served in the armed forces, we present 18 veterans deserving of praise.

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  How to Talk Risk Without Scaring Your Clients

  By John Sullivan, AdvisorOne  |  May 23, 2013

  “We’re persuaders, it’s what we do," Scott West of Invesco PowerShares said, "and persuasion is nothing more than the transfer of confidence.” He gave three steps to prevent clients from fleeing.

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  Hybrid RIA, LPL Affiliate Adds Two Practices

  By Janet Levaux, AdvisorOne  |  May 23, 2013

  U.S. Wealth Management hopes to reach $1 billion in client assets over the next 12 months, up from $600 million today.

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  Is Your Broker-Dealer a Screaming Eagle or a Box Wine?

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  May 22, 2013

  Whether you’re a high-end wine or a high-end broker-dealer with a cult following, it’s all about “the experience.”

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  The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?

  By Michael E. Kitces  |  May 22, 2013

  In the final post in a series, an exploration of what may be behind the CFP Board’s proposal to offer continuing education. Is it looking to compete with other planning associations?

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  What It Means to Be an Advisor

  By John Sullivan, AdvisorOne  |  May 21, 2013

  An outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.

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  Advisors’ Tech Strategies Help Boomers but Ignore Gen X and Y

  By Joyce Hanson, AdvisorOne  |  May 21, 2013

  RIAs are making the mistake of inventing non-tech-related strategies for boomer investors at the expense of developing innovations for Gen X and Gen Y clients, says Fidelity.

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  The CFP Board’s CE Proposal: Real Strategies to Improve Continuing Ed

  By Michael E. Kitces  |  May 21, 2013

  In the second of a three-post series on the CFP Board’s proposal to offer continuing education itself, some modest proposals to really improve CE, along with a warning on how the Board’s proposal is rife with conflicts of interest.