Top 10 Wealth Management Trends for 2016
By Michael S. FischerNew regulations and digital service models will keep wealth managers busy, Aite Group says.
January 13, 2016
Recruiting Roundup: LPL Adds 25-Branch Bank to PlatformThe $750 million group is based in Pennsylvania and recently added a $120 million rep to its wealth operations.
January 13, 2016
RIAs Bullish on 2016; See Cybersecurity as Biggest Tech ChallengeAdvisors in TD Ameritrade survey expect continued growth in 16, helped by targeting new niches, though rate hikes remain a concern in building client portfolios.
January 13, 2016
Matt Sonnen, Wealth Management Vet, Opens PFI AdvisorsThe new consultancy serves breakaway financial advisory teams and expanding RIAs.
January 13, 2016
3 Critical Steps to Groom Your SuccessorFidelity discusses three steps RIAs need to take to support young advisors in the firm if they hope to keep them.
January 11, 2016
Celebrities Behaving Badly With Money, and How They Were RescuedTed Klontz tells ThinkAdvisor stories about the ruinous financial behaviors of the rich and famous, like Wynonna Judd, and how hes helped them.
January 11, 2016
IBD Commonwealth Hits $1 Billion Revenue MarkMeanwhile, its independent reps are averaging close to $600,000 in yearly fees and commissions.
January 08, 2016
What Clients Need and What Advisors Aren’t Doing: Liz DavidsonThe Financial Finesse founder offered ThinkAdvisor some pointers on how advisors can attract and retain clients and where she thinks the business is heading.