Hearsay Social to Support LinkedIn’s Sales Navigator
Social-media focused sellers are 51% more likely to beat their quota than traditional sellers, according to one survey.
RIA Profits, Growth Hit 8-Year High: Schwab
Schwab's annual RIA benchmarking study teases out the secrets to the success of the best-managed firms.
XY Planning Network Adds Tech Partners
Michael Kitces' XY Planning Network announced Monday its list of “core” technology partners that will be available to platform users.
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.
RIAs Biggest Buyers of Firms in 2013
RIAs overtook strategic acquiring firms as the leading buyer of other firms in 2013, according to Schwab Advisor Services.
Hearsay Social Adds New LinkedIn Tools
Advisors can now use Hearsay to seamlessly update their LinkedIn profiles with compliance-approved content.
New Hire Roundup: Foundation for Financial Planning Adds 4 to Board
Meanwhile, Brown Advisory has added a partner, and Mariner Wealth Advisors welcomes a senior wealth advisor.
Banks' Bad Rap Dampens Advisor Recruiting: SIFMA Panel
How to overcome bad publicity and recruit a new crop of advisors was a hot topic in a breakout session at SIFMA's annual meeting.
How a Fast-Growing RIA Gets Referrals
Three tips from Scott Swenor, the CFO of a boutique RIA that generates unusually fast net organic growth, according to Schwab.
RIA First-Half Dealmaking at Slowest Pace Since 2008: Schwab
Why? Advisors may be more focused on organic growth than M&A right now, says Jonathan Beatty of Schwab Advisor Services.