The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
Fund Investors Favored Taxable Bonds, International Equities in March
Mutual funds saw overall net outflows in March for the first time this year, but taxable bond and international equities found favor with investors, while international equity ETFs took in $24 billion.
New Hire Roundup: McGinness Joins Envestnet as Managing Director
Meanwhile, Behringer announced that Robert Aisner will transition from his position as CEO and president to become chairman.
Female FAs Tired of Playing Musical Chairs: Ann Hughes
Recruiting existing female advisors is simply a game of musical chairs. Ann Hughes, consultant-with-a-mission, says it's time for a new game.
Schwab, Vanguard Threaten Robo-Advisors’ Existence: Cerulli
The entrance of Schwab and Vanguard into the robo-space will make it difficult for existing eRIA firms to compete, says a Cerulli report.
The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar.
For Product Providers, Wirehouses Still Rule: Cerulli
Though wirehouses' market share is declining, they still hold the biggest share of assets, so product providers must adapt to their changing needs, Cerulli says.
Many HNW Investors Call Themselves ‘Self-Directed,’ Despite Complex Portfolios
Almost 30% of high-net-worth investors consider themselves self-directed, a survey from Cerulli Associates found.
RIA Growth Secret: ‘Create a Story That Sells Itself’
Firms discuss how moving from the wirehouses to independence brought rapid growth.
Advisor Headcount Falls 5 Years in a Row: Cerulli
While total numbers fell, RIA and hybrid channels added advisors and are expected to keep growing over the next five years, the research firm says.