Displaying 49 results
Cambridge Investment Research chases RIA assets
The firm is paying up to recruits if they move client assets to its in-house money management system.
What’s in an acronym? Advisors name their favorite designations
Advisor views designations as a 'layering process' that you can build on once you have a better understanding of client-specific needs.
Women and CPAs are in focus at RIA Choreo
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
All kinds of B-Ds, not just the giants, are making deals
'Those offers from smaller firms don’t always get as high as those from the bigger players, but they are pretty darn close,' says a recruiter.
Raymond James taps Paul Reilly’s successor
Company announces only the fourth chief executive in its history.
What does it take to grow organically in the wealth arena?
Study conducted by Janus Henderson Investors and the Financial Planning Association suggests six keys to practice success.
NFL union taps Ameriprise to work with players
'Something like this puts Ameriprise on the map in the competition among the regional firms and the independent broker-dealers,' one recruiter says.
Young clients lead to riches
‘We have the opportunity to create the greatest impact on outcomes with millennial and Gen Z clients,' advisor says after new data revealed.
What are LPL, Cambridge paying for advisors’ businesses?
'For the next decade, we are going to be in a succession planning landslide,' one industry consultant says.
Veteran dealmaker Nesvold lands at Emigrant Bank
Part of her focus will be to 'cultivate and elevate the story' of Emigrant Bank in the wealth management industry, she says.
Merit unveils independent advisor affiliate model
'Think of it as a form of courting, a time for a firm owner to ‘date’ a prospective partner before ‘marrying’ and making the decision to merge or be acquired,' Merit CEO Rick Kent says.
Why military spouses are the ideal solution for advisors seeking legal help
Unemployment is below 4 percent, but the rate for military spouses is 21 percent, with more than 90 percent of them being women.
Marketing strategies that will help your firm grow
Advisors and experts weigh in on the different approaches advisors can take.
Advisors spend average of $16K a year on marketing: Study
Is marketing a luxury or an afterthought? Advisors and industry experts have their say.
Edward Jones paying for advisors’ high-level credentials
Change is afoot at the brokerage firm, which reportedly is reimbursing its advisors for the cost of certifications offered by the Investments & Wealth Institute.
Osaic CEO says ‘day of reckoning’ coming for RIA market
"Will there be more RIAs for sale than there are buyers at the trough?" Jamie Price asks.
Block out time in your schedule for growth
Successful advisors never lose their focus on growth and are consistent in their approach to finding new people to serve.
Tifin spins off AI platform designed to help advisory firms grow
The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.
How can advisors cut through in the digital marketing jungle?
Key takeaways from analysis of 10,000 advisors’ marketing campaigns revealed.
Want to make a ‘few billion dollars’? Entrepreneur explains how
Billionaire Brad Jacobs offers tips from his experience founding seven billion-dollar companies.
