6 Ways to Lure Clients Graduating From Robo-Advisors
When investors outgrow automated advice, they’re going to look for a certain kind of advisor.
Custodial Data Aggregation: A Win-Win for Custodians and Advisors
How leading custodians are providing better service to RIA clients and cutting costs.
All For One and One For All: What RIA Roll-Ups Can Teach All Advisors
Call them what you will—consolidators, holding firms or roll-ups—but these acquirers are showing the way by consolidating operations and achieving greater transparency.
Opportunity Knocks When You Get Data on Clients' Retirement Account Performance
If you can compare managed asset performance to the performance of your clients' "held away” accounts—and that performance is superior—you can convince your clients you should be managing all of their assets.
New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers
This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.
CRM Version of Schwab Integration Project Moving Out of Beta Into Pilot Phase
Modular and turnkey versions of Salesforce.com CRM system moves into next phase of Intelligent Integration rollout.