Sheryl Garrett: Making Fiduciary Advice Accessible—The 2015 IA 35 for 35
The pioneer of pay-by-the-hour financial advice, who started her practice on April Fool’s Day in 1998, is glad she ignored the naysayers.
Envestnet Offers Digital Tool to Battle Robo-Advisors
The Advisor Now portal is designed to help advisors deliver comprehensive “wealth management services where and when clients want them,” said Envestnet CEO Jud Bergman.
Envestnet Acquires FinTech Company Finance Logix
Envestnet will continue to support Finance Logix's standalone financial planning software model for existing and new clients and will create a new, integrated platform.
Hull to Replace Retiring Mulholland at UBS Wealth
In the first quarter, UBS Americas' nearly 7,000 reps top rival Merrill Lynch in yearly fees and commissions.
11 Steps to Successful Time Management for Solo Practitioners
If you’re an advisor working by yourself, organization is critical to building and sustaining your practice. Here's how I do it.
The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
Succession Planning: What Are You Afraid Of?
Here are some questions to help you identify the specific fears that are holding you back from preparing for your firm's future.
Getting Back That ‘New Business’ Feeling
Think back to when you first started your firm: how excited, motivated and inspired you were.
5 Key Issues for a Succession Plan
In recent statements, SEC Chairwoman White has indicated that some requirement for succession planning will be incorporated into the much-anticipated uniform fiduciary duty rule.
8 Ways to Build Extreme Client Loyalty
These steps, large and small, will sustain long-lasting client relationships.