The Keys to Safeguarding Your Client Base
These crucial skills can protect your advisory business from competitors.
Carson Wealth Revamps Management Structure
Carson Institutional Advisory to add 15 offices in 2015, says Ron Carson, and Laura Pierson has become the first woman to head Peak Advisor Alliance.
6 Secrets to Becoming a Billion-Dollar RIA Firm: aRIA
The Alliance for RIAs has released a detailed outline on how independent financial advisors can reach and surpass $1 billion in AUM.
The Fall of the Face-to-Face Client Meeting
Recent studies find face-to-face meetings are happening only once or twice a year; most clients, especially younger ones, prefer virtual settings.
Most Advisors Don’t Know Their Own Fees
Nearly two-thirds of advisors underestimate their fees by more than 30 basis points, a survey by Peak Advisor Alliance and Cerulli found.
New Hire Roundup: Sosa Leaves PIMCO to Lead New DoubleLine Group
Danielle Fischer went to the Private Client Reserve of U.S. Bank, and Mariner Wealth Advisors acquired a majority interest in Housen Financial Group.
New Hire Roundup: Fidelity Charitable Names Danforth President
Also, Ron Carson was named to the board of trustees of the American College, and the Withers Consulting Group welcomed David Burleigh.
Ken Fisher’s RIA Warning Draws Advisor Ire
Evensky, Carson, Rhoades and others offer strong reactions to ThinkAdvisor about Fisher’s prediction that RIAs would be gone in a decade.
The Alliance for RIAs (aRIA) Study Group: The 2013 IA 25 Extended Profile
Go to any conference where registered investment advisors meet, and it’s clear from the buzz in the room that RIAs like to talk.
What’s an RIA’s Ideal Model? (Hint: It’s About the Money)
For RIAs, getting into M&A as well as advisor recruiting may be tough, but it may be the only way for them to survive, the Alliance for RIAs says.