Subscribe

Alexandra Schnitta

Alexandra was Digital Account Strategist at InvestmentNews' old owner Crain Communications between 2015 and 2016. You can connect with her here: LinkedIn profile

Displaying 36 results

Topic
  • News
  • December 1, 2016

Fees at a Crossroads: Adopting an Advisor Fee Model That Reflects Your True Value

The convergence of technology, regulatory scrutiny and shifting demographics are compelling our industry to rethink the way advisers charge for their services.

Topic
  • News
  • June 29, 2016

Pursuing income through lower-risk real estate

In this time of very low fixed-income returns, investors often are attracted to the diversification and income that real estate securities can provide.

Topic
  • March 18, 2016

Understanding the hidden economics of independence: Building the business you always wanted

Ask an experienced, successful adviser at one of the large national firms to be brutally honest about work,…

Topic
  • News
  • March 2, 2016

Technology for firms of all sizes

Whether you're just starting out on your own or already have an established advisory practice, technology questions are ever-present.

Topic
  • February 24, 2016

How to leverage workflow automation to maximize efficiency and enterprise value

The best two-person teams in the wealth management business are those in which partners have different strengths and…

Topic
  • February 22, 2016

How a disaster sparked a business turnaround

In 2007, advisor Michael Fox took a trip to Disney World he’ll never forget. It’s not what he…

Topic
  • February 17, 2016

Tips for successfully implementing adviser technology

Math, science and engineering often are considered the most difficult academic subjects. But anyone who has ever been…

Topic
  • January 25, 2016

How the new NextShares will trade

In the coming months, several well-known asset management firms will launch Nasdaq-traded funds that use a new investment…

Topic
  • January 21, 2016

The rise of the digital adviser

The following is an excerpt from a new white paper, The rise of the digital adviser’,…

Topic
  • December 18, 2015

An inside look at Advisor Now

An introduction to Envestnet’s Advisor Now. For more information,…