Getting New Clients: The New Wealth Manager
There are tried and true ways to get new clients, but will that change in the new wealth management landscape?
Finding a Custodian That Fits, Part 2: TradePMR
In the second in our series on the pros and cons of RIA custodians, we take a closer look at TradePMR.
Dan Skiles, SSG’s Tech Guru: The 2014 IA 25 Profile
Technology, yes, but in his new role at Shareholders Service Group Skiles offers insights into more than just the latest software.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
Shareholders Service Promotes Dan Skiles to President
Technology and business expert raised to presidency of rapidly growing custodian Shareholders Service Group.
Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson National
JeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough.
Key Traits of Successful Practices
Like most advisors, Joni Youngwirth is an inveterate searcher of wisdom.
Top 7 Tech Trends for Advisors in 2013
Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.
An Annuity RIAs Will Love? SSG’s Dan Skiles Explains
Can RIAs ever love annuities? Apparently so.
The Tab for Independence
Can advisors across the spectrum afford to go independent, no matter their asset level? Opinion is mixed.