Quovo Raises $4.75M; Carson and Bicknell Among Backers
Investors include Steve Lockshin of Betterment Institutional, Ron Carson of Carson Wealth and Marty Bicknell of Mariner.
Busy? Yes! But Are You Good Busy?
We’re all busy, but to be good busy, start by reviewing your productivity and your job description.
The Keys to Safeguarding Your Client Base
These crucial skills can protect your advisory business from competitors.
NY Fed’s Dudley, CFAs: Industry Has a Big Trust Problem. Are Advisors the Solution?
To restore investors' trust, Wall Street’s leaders must lead by actions, not words, but advisors themselves are part of the solution.
Carson Wealth Revamps Management Structure
Carson Institutional Advisory to add 15 offices in 2015, says Ron Carson, and Laura Pierson has become the first woman to head Peak Advisor Alliance.
6 Secrets to Becoming a Billion-Dollar RIA Firm: aRIA
The Alliance for RIAs has released a detailed outline on how independent financial advisors can reach and surpass $1 billion in AUM.
Coaches Corner: 5 Steps to Creating Systems for Your Practice
Want to build a more effective team and a more scalable business? Follow these steps in creating a system.
The Fall of the Face-to-Face Client Meeting
Recent studies find face-to-face meetings are happening only once or twice a year; most clients, especially younger ones, prefer virtual settings.
Most Advisors Don’t Know Their Own Fees
Nearly two-thirds of advisors underestimate their fees by more than 30 basis points, a survey by Peak Advisor Alliance and Cerulli found.
New Hire Roundup: Sosa Leaves PIMCO to Lead New DoubleLine Group
Danielle Fischer went to the Private Client Reserve of U.S. Bank, and Mariner Wealth Advisors acquired a majority interest in Housen Financial Group.