This Cadaret, Grant white paper focuses on the need for proper administrative support, and how administrative functioning is key to the operation of a successful firm. While seemingly an increase in cost without an immediate increase in revenue, hiring and/or empowering support advisors or assistants has been a proven way to enhance productivity, bring in more business and, ultimately, improve profitability.
Guggenheim’s Model Points to Recession in Late 2019 or 2020. Predicting recessions well in advance is notoriously difficult. Using history as a guide, however, Guggenheim finds that it may be possible to get an early read on when the next recession will begin by analyzing the late-cycle behavior of several key economic and market indicators.
Alger asked Greenwich Associates, a leading provider of market intelligence, to explore the appetite for and popularity of focused strategies. The Power of Focus: Looking for Alpha in a Sea of Beta indicates that the need for increased alpha is driving the shift toward focused strategies.
In a recent survey, advisors using Wealth Access said they convert 65% of held-away assets to AUM when they bring them onto the Intelligent Aggregation platform. Download our white paper to understand how advisors are improving the quality of their investment advice, acquiring additional assets, and how you can put Intelligent Aggregation to work.
Today’s advice and financial planning business is prospering, but the business also faces challenges in the area of financial advice itself. Many prospective clients do not understand the services that firms offer, others do not perceive value in using an adviser, and technology is powering new forms of competition and rapidly re-shaping the expectations of consumers. This research paper, drawing on findings from an InvestmentNews Research survey and insights from some of the industry’s top advisers who participated at the InvestmentNews/ Cetera Think Tank roundtable discussion, aims to provide a view of the future shape of financial advice.
This executive brief, based on a series of Think Tank events and interviews, provides best practices, case studies and easy-to-implement ideas that will help accelerate the advancement of women already in the business, and introduce more women to overall financial advice industry. The paper specifically offers actionable advice for developing recruiting strategies that directly speak to women, as well as compensation plans, teaming approaches and leadership training ideas that have been successfully implemented by some of the industry’s top firms.
This report summarizes the latest thought leadership surrounding cybersecurity, retirement income, technology and the future of advice. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
A handful of “Elite” RIA firms continue to grow at a rate that significantly outpaces the industry at large – and many elite firms are making short- and long-term investments designed to continue to accelerate their rapid growth. Download this new study from InvestmentNews Research and BlackRock to learn more about the growth strategies of the industry’s top firms. Specifically, this study will focus on:
• How Elite RIAs are scaling their businesses to establish their brands and improve operations • The investment management approaches Elite RIAs are taking to differentiate their firms and attract larger clients • How top firms are using M&A to identify strategic growth opportunities • Technology strategies for improving productivity and providing a “next generation” client experience • The “emerging elite RIAs” and the opportunities for new business models to help ignite growth
This report summarizes the latest thought leadership surrounding cybersecurity, regulation, mentoring, compensation and the growing demand for comprehensive wealth management. In addition to insight, this report provides actionable steps for advisers to incorporate into their evolving businesses.
Is your firm paying competitive compensation and employee benefits? Find out now by ordering the 2013 Compensation & Staffing Study, which highlights comprehensive compensation benchmarking data on 24 advisory firm job positions and outline current trends in owner compensation.
Our bi-annual study on the financial performance of advisory firms provides industry benchmarks on advisory firm financials including common-sized income statements, balance sheet and key performance ratios.
The 2013 InvestmentNews Adviser Technology Study provides actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth. This research solves for a critical need for independent advisers, given how fragmented the independent adviser business can be and the absence of a comprehensive resource for assessing the best practices and procedures of peers.
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