Advisors Feel Pinch of Compensation Squeeze
Many advisors expect to see a slight lift in pay in 2012, but with the sluggish economic recovery, ongoing global challenges and relentless cost-cutting, there is little reason to bring out the bubbly.
Breakaway Brokers May Be Driving Up AUM Fees
Answering one CPA/advisor reader's query about raising fees prompts a closer look at fees over all: Charge more? Charge separately? How will clients react? All is revealed
Pursuing Practice Excellence: The Conversation
At Investment Advisor, we like to think that we do a pretty good job covering practice management.
Upping the Ante
In my April 3 blog (See “What Morningstar’s FeeCheck Tells Us About AUM Fees,” AdvisorOne.com), I wrote that because FeeCheck is based primarily on data from brokers, the high AUM fee levels it references and recommends—from 1.6% to 2.5% on a vanilla portfolio—don’t reflect what’s currently being charged in the...
Mark Tibergien: The 2012 IA 25 Extended Profile
Mark Tibergien has been on the IA 25 list every year since it’s been published, and his sharp mind, insight into the advisory world and passion for the profession hasn’t abated over those years.
BD Reference Guide; Pursuing Practice Excellence; Evaluating Money Managers: June Investment Advisor—Slideshow
Our June issue is our annual broker-dealer issue, and in it we offer some familiar features.
SMA Managers of the Year; Building a Business With Talent: April Investment Advisor—Slideshow
The dividend story has been retold many times, but just because we’ve heard it before doesn’t make it a bad tale.
The Hartford Breakup: What It Means for Woodbury Reps
“It’s part of a trend of large insurance companies parting ways with their broker-dealers,” a research director with FA Insight said.
Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—Slideshow
It’s hard enough to get retirement planning right with all the challenges your clients face—market volatility, living longer than they imagined—that could take their savings, but have you considered some of the other challenges they face that could take their lives?
What’s in a Plan?
“In our view, transitioning control and management of [advisory] firms from founding owners to a new generation will prove to be the single most challenging issue for advisory firms over the coming decade.”