Seen and Heard: Get the Word Out to Get Women in the Industry
Pershing's Kim Dellarocca, consultant Angie Herbers and others on how to boost the number of female advisors.
Angie Herbers’ Firm to Merge With Wealth Management Marketing
Merged firm will offer a complete range of strategy and marketing services to independent advisors from San Diego base.
Looming Advisor Shortage Demands New Training Approach
Steve Johnson and other talent mavens aim to change training of millennials, who respond to different methods than prior generations.
Women-Owned Advisory Firms Need to Play Catch-Up
Between 1997 and 2013, the number of women-owned firms increased by 59%. But most female advisors still work for an existing firm.
Devaluing Succession; People And Pay Pay-Off; A Kinder, Softer Planning Process: November Investment Advisor—Slideshow
What does an advisor have to do to ensure a successful transition with an internal candidate?
Is Your Practice Big Enough?
As merger interest rises, it’s more important than ever to know what your advisory practice is—and can be—worth.
Advisors, Start Preparing Now for the Post-Boomer World
After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.
Angie Herbers: The 2013 IA 25 Extended Profile
Angie Herbers has been working with financial advisors for over a decade and has been writing for Investment Advisor magazine for almost as long.
The 2013 IA 25 Slideshow: Thought Leaders
Among the most influential people in the industry are the researchers, economists and consultants whose work shapes the way advisors do business these days.
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.