Top 10 Best Paying Jobs: 2014
These 10 jobs all pay median salaries in the six-figure range, but most require an advanced degree.
The Secret to Turning Prospects Into Clients? Listen
As an RIA I am in the business of rendering advice and solving problems, so with prospects I ask questions, listen closely to the answers, then determine the best course of action to help the client.
Fiduciary Advisors Are in Peril: How to Fight Back
To combat the Wall Street-Washington lobbying campaign, fiduciary advisors must state in the clearest possible terms, in the public square, what fiduciary advice means for investors, and how brokerage lobbyists so misunderstand it.
An Advisor Marketing Plan Where You Get New Clients (and Paid Up Front)
What if you could offer a service to new clients that could drive revenue of $30,000 a year while providing a pipeline of full-service prospects?
CFP Board Hires Loper to 'Strengthen' CFP Mark
John Loper will be director of corporate relations, playing a key role in encouraging top firms' "preference for and investment in CFP certification."
A 5-Step Process to Utilize Your Existing Technology: Level 4—Automating Your CRM
As part of our series on how to optimize your existing software, this post shows how you can give more time back to your team for high-value activities by automating within your CRM system.
New Hire Roundup: SEC Names Schnurr Chief Accountant
In another personnel move, Nancy Rimington joined GW&K Investment Management.
Wells Fargo, U.S. Trust, Raymond James Add Teams From Rivals
Plus, a wealth group of five advisors affilates with LPL Financial in Wisconsin.
The Magic Formula for Advisory Firm Success? There Isn’t One
Each firm is different, every owner is different, but the successful ones commit to a—get this—plan, and learn from their failures.
Mariner Names New Investment Strategist, Wealth CIO
William Greiner has been elevated to chief investment strategist of Mariner Holdings, and Mark Caplinger has joined Mariner Wealth Advisors as CIO.