Advisors, Start Preparing Now for the Post-Boomer World
After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.
Top Advisors Sound Off on Tech: NAPFA Conference
"How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.
8 Practice Areas Where Advisors Can Save Big With Tech
Between 40% and 45% of revenue goes to overhead—a number that isn't changing with growth, but could with some help from technology.
Shh! Virtual Recruitment Market Lets Advisors Shop Anonymously for New Firms
Companies that have signed on to the Advisor Center include Cetera Advisors, Commonwealth Financial Network, LPL Financial, Pershing Advisor Solutions and TD Ameritrade Institutional.
RIAs Overwhelmingly Optimistic for 2013 Growth
Forget the Dow. The greatest measure of growth might come from advisors themselves.
TD’s Nally: Thinking More About the Future of RIAs Than Their Past
Yes, Nally could have called the future "RIA 6.0" instead of "2.0," but he did nail where the advisory profession is now and the challenges it faces to get to the next level.
Tech Integration Directly Related to Client Face Time: TDAI’s Valleley
Here’s a statistic that should get every advisor’s attention: without tech integration, advisors spend under 20% of their time with clients; with integration, that percentage rises to 50%
TD Ameritrade Adds CRM Offerings on Its Veo Platform
Now added to TD's open-architecture Veo platform: Junxure, Tamarac Advisor, Pareto, Advisors Assistant CRM packages, joining Salesforce, Redtail and Ebix.
Principles vs. Rules: The Fiduciary Debate in a Nutshell
At TD Ameritrade conference, CFA's Roper, IAA's Tittsworth and SIFMA's Carroll agree, disagree and look ahead at fiduciary standard, SRO for RIAs.
Ron Carson Launches New Firm to Partner With Advisors, With 3 Big Partners of Its Own
Carson Institutional Advisory has TD Ameritrade, Envestnet, LPL as allies and will provide investment management, marketing and technology services to advisors without upfront charges or long-term commitments.