Top RIA’s Top Business Model: Keep Your Hands Off!
By Gil WeinreichDo-it-yourself investors and financial advisors associated with actively managed investments all are missing the boat, according to Mark Hebner, an RIA managing $1.8 billion who says the "passive advisor" is the best business model.
January 28, 2013
What’s Your Advisory Firm Worth? Successful RIAs Reveal Secret of True ValueSix top RIAs from the aRIA Group think tank consider how advisors can grow the value of their business based on variables such as cash flow, organic growth and risk.
January 25, 2013
Top 10 Wealth Management Trends for 2013Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.
January 24, 2013
Spire Investment Partners Adds Chamberlain Group in West Coast ExpansionRIA Spire Investment Partners, headquartered in McLean, Va., has expanded to the West Coast with the addition of the Chamberlain Group of Irvine, Calif.
January 23, 2013
IMCA NYC to Feature Ian Bremmer, Bob Pozen, Andrew LoPlanting the flag in private wealth advice is going to shape a lot of what IMCA focuses on over the next few years, says IMCA Executive Director Sean Walters.
January 22, 2013
Commonwealth Grabs Monarch Retirement Group From SII InvestmentsThe news comes on the heels of Commonwealths announcement that Schluchter Investment Advisors had joined the firm.
January 18, 2013
Tiburon forecast: fee-based advisors' AUM to rocket to $5.2 trillion by 2017The study projects that the number of fee-based financial advisors will reach 19,009 by 2016, up 20% since 2011; and that the number of partners at fee-based financial advisors will reach 51,878 by 2016, up 20% since 2011
January 18, 2013
Tiburon forecast: fee-based advisors' AUM to rocket to $5.2 trillion by 2017The study projects that the number of fee-based financial advisors will reach 19,009 by 2016, up 20% since 2011; and that the number of partners at fee-based financial advisors will reach 51,878 by 2016, up 20% since 2011