Savant Capital Gains $50M Investment, Key Partners to Continue Growth
With the new capital, more employee owners and partners like Ron Carson, the Illinois-based RIA firm plans more acquisitions.
Top Portfolio Products: Actively Managed ETFs From TrimTabs, AdvisorShares, ProShares
The new ETFs target stocks with strong cash flow and high dividends, Korean equities, oil futures and a socially responsible money market equivalent.
5 Big Changes Advisors Should Make by Fiduciary Rule Deadline: AssetMark
As the April 10 deadline approaches, advisors should be taking these key actions to update their practices.
Home Automation: Gains in Efficiency but Risks Are Uncertain
The Internet of Things offers great promise but also some peril for your clients.
Who Do You Love: Employees or Clients? Tibergien
While serving clients with great care and attention defines your firm's mission, the health of your enterprise depends on employees.
8 Leadership Mistakes That Hurt Your Firm
Owner-advisors must lead from the top down by setting an example for their employees.
Data Security Best Practices for Financial Advisors
An advisory firm’s concern about data security is like a pledge: “We will do everything we can to protect our clients and our firm.”
Advisor ‘Uberization Anxiety’ Fraying Bonds With Clients
As clients get used to having needs met immediately through technology, advisors have to rethink how they interact with them.
To Move Your Stuck Firm Forward, First Step Back, Then Sell
When growth slows, focus on one service you provide, and then have everyone “sell” it, using these six steps for an effective sales pitch.
How Advisors Can Use ‘Pre-Suasion’ Tactics to Gain Client Trust
Psychologist Robert Cialdini explains how to positively push people to your way of thinking before you even deliver the strength of your message.