Dead to Rights: Insurers Struggle to Award Beneficiaries
When insurance agents were personally acquainted with their customers, it was fairly simple to be sure death benefits were paid. Now, not so much.
3 Key Concepts Advisors Need to Thrive as Business Owners
SEI white paper uncovers the “three I’s” that lead to long-term success as a business owner.
Alphabet Soup Decoded
It is obvious to financial advisors and wealth managers that our profession has grown incredibly complex. IMCA is part of the solution
RIAs Again Fastest-Growing Channel in Wealth Management
The industry as a whole has finally returned to its pre-crisis asset levels, Aite Group found.
Debunk Redux: Fiduciary Was Good for Brokers the First Time, Too
What happened to brokerage accounts following the FPA’s victory against the SEC in 2007 over the 'Merrill Rule' reveals as much about the brokerage industry as it does about the effects of a fiduciary standard.
Debunking Time: Fiduciary Duty Would be Good for (a Broker's) Business
The Financial Planning Coalition’s letter to the SEC debunks the securities industry’s current main objection that a fiduciary standard would cost too much for brokers.
Envestnet Finds 20% Income Rise for RIAs Who Integrate Tech
The Envestnet | Tamarac white paper also found that registered investment advisors with some level of integration have almost twice the amount of assets under management as RIAs with the same size staff but no integration.
6 Attributes of Business Pioneers: Envestnet’s Bergman
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.
Do CIMAs Get More Bang for Their Buck Than CFPs?
CIMAs earn more, see stronger asset growth and express greater career satisfaction than those without the designation, IMCA claims.
Top 10 Wealth Management Trends for 2013
Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.