Is Going Robo the Secret to Growing Your RIA?
As Tina Powell of Beacon Wealth launches SheCapital, an automated service for women, experts discuss how, and whether, to use robo-advice to reach more clients.
The 2015 Broker-Dealers of the Year Are Ready to Rumble
The Broker-Dealers of the Year, as chosen by their own reps, will take on the DOL and anyone else who threatens the IBD model.
Herbers: Why Advisors’ Profits Are Falling
Despite rising revenue, profitability is falling because advisory firms are “spending money where they shouldn’t,” says Angie Herbers.
How (Not) to Name Your Advisory Firm
Advisors who want to name a firm after themselves should think twice, says Christopher Norton of marketing firm Blu Giant.
AUM or Flat Fees? Start and End With Your Clients’ Needs
Once you’ve determined who your target clients are and what services you will provide, decide how to charge them based on their needs, not yours.
How Mature Is Your Firm's Social Media Strategy?
Hearsay Social's new Social Business Maturity Model lets firms benchmark themselves against others using seven factors.
RIAs Are Least Dependent on Value-Add Support: Survey
The fastest growing segment of the financial advisor market is also the segment least dependent on outside support from asset managers, insurance companies and BDs.
Advisors Messing Up on Making Millennials Their Clients, Advisors Say
Fifty-six percent of advisors in Hartford Funds’ Advisor Anxiety Survey said they did less to attract millennials than they did to attract other groups.
DOL Fiduciary Proposal Must Be Broader: Bobby Monks
“Broken” U.S. financial system filled with intermediaries whose fees leave investors poorer.
Orion Advisor Services Integrates With Advizr to Streamline Processes
Orion’s portfolio accounting software will feed directly into Advizr’s streamlined financial planning application