Top Advisors Sound Off on Tech: NAPFA Conference
By John Sullivan"How to service high-end clients over and above money management is something were constantly examining," said one advisor.
May 07, 2013
Desperately Seeking Women: IRI Research Explains Advisor GapCareers in the financial advising field are expected to grow at twice the rate for all jobs between now and 2020but where are the women?
May 07, 2013
SEC Chief Defends Budget Request to Skeptical LawmakersSEC Chairwoman Mary Jo White told a House panel on Tuesday that the agencys $1.67 billion budget request for 2014 would help the agency fulfill one of its top priorities: adding 250 examiners for advisors.
May 07, 2013
Advisor Headcount on the Decline: Cerulli StudyA few advisor channels, however, continue to show momentum in the industry, the latest research shows.
May 06, 2013
TDAI’s Healy: Engage in Demographic Stereotypes at Your PerilGen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.
May 03, 2013
Jud Bergman: The 2013 IA 25 Extended ProfileEnvestnet began as a turnkey asset management provider, where it remains a leader punctuated by its announced acquisition in mid-April of Prudentials Wealth Management Solutions, with its $12 billion in assets.
May 03, 2013
The Elevator Speech That’s Sure to Fail: New Genworth Practice Management BookConsider two financial planners, both of whom specialize in working with doctors, making their 'elevator speeches' at a cocktail party after a medical conference. Which pitch works best?
May 02, 2013
RIAs Closed 13 M&A Deals in Q1: Schwab Advisor ServicesThe RIA sector notched its greatest number of M&A deals since Q1 2012, but overall deal size declined.