Advisors & Gen X, Pt. 1: Retirement Planning and Wealth Transfers
Members of this generation, recipients of the coming Great Generational Wealth Transfer, have some unique roadblocks when it comes to planning. Here’s how you can become their valued partner.
Experts’ Top Pearls of Wisdom on Practice Management
This summer four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study. Here are some of the participants’ best insights.
Pursuing Practice Excellence — The Big Picture: Video
On June 13, four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study.
Industry Leaders on Practice Management: Differentiation and Coaching
We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this segment, how to make your firm stand out among the competition and what coaching can bring to a successful practice.
Industry Leaders on Practice Management: Sales and Marketing
We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this transcript, their insights on what works, and doesn't, on advisor sales and marketing support.
Beyond the Buzzwords
“You are here today as part of a culmination of a nearly year-long effort and partnership between Investment Advisor and ActiFi,” said Investment Advisor Group Editorial Director Jamie Green.
Pershing Insite 2012 Kicks Off With 2,000 Attendees and President Clinton
At its annual conference, the global clearing and custody firm added 529 plans to its clearing platform and released a practical white paper on Gen X and Gen Y investors—90% of whom say they will move inherited assets to another firm, Kim Delarocca said.
Changing the Conversation
Presenting in late March the findings of a Pershing study on the opportunities presented by women clients, Kim Dellarocca suggested that “it’s time to change the conversation about women and advisors.”
Warning to Advisors: Ignore Women’s Market at Your Peril
Pershing director Kim Dellarocca notes that not only do women represent a “crucial client opportunity” because of their control of wealth, but also because of their expressed dissatisfaction with their current advisors.
Pershing Releases Advisor Business, Succession Planning Guidebook
Practical guide from Pershing Advisor Solutions provides workbooks for, and case studies illustrating, successful advisor business and succession planning solutions.