Want Sustainable Advisory Firm Growth? Automation Is Key
By Danielle AndrusA paper by SEI Advisor Network and ActiFi challenges advisors to integrate technology and automation more efficiently for a more successful practice.
March 11, 2014
HNW Practice Thrives While Advisor Sails Around the WorldAdvisor Scott Leonard took 2 1/2 years off to sail around the world without losing a client.
March 11, 2014
Distrust of Big Banks Driving Clients to Indies: Cerulli"Breakaway brokers" are one reason that RIAs will hold 26% of retail client assets by the end of 2016. But there's more to the story.
March 07, 2014
Alt Mutual Funds Are ‘Sharp Objects,’ SEC WarnsAndrew Bowden warned that while advisors are billing alternative mutual funds as "bright, shiny objects," they must be used with care.
March 06, 2014
Overcoming RIAs’ Top 4 Business Hurdles: Succession PlanningWho has time to make a succession plan? You need to make time. Here are three issues to consider and four steps to get started.
March 04, 2014
RIAs Biggest Buyers of Firms in 2013RIAs overtook strategic acquiring firms as the leading buyer of other firms in 2013, according to Schwab Advisor Services.
March 04, 2014
FireMyAdvisor Pairs Unhappy Clients With Advisors Happy to Take ThemTwo entrepreneurs saw a lot of unhappy advisor-client relationships out there. So they decided to launch an advisor-firing business.
February 25, 2014
Company Retirement Plans Better When Using Advisors: SurveyAmong plans with a retirement plan advisor, one-third saw the average employee contribution rate grow by 6% of pay or better.