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Matt Sirinides

Research Analyst

Recent Articles

Most advisory firms don't have a strategy for landing client referrals

Dec 15, 2014

Only one out of every three firms have a formal referral process, despite referrals accounting for the lion's share of new business

What top firms do differently with adviser technology

Nov 20, 2014

Answering the question: What practice-oriented features affect firm performance most?

Three ways top-performing firms stand out

Oct 16, 2014

Research reveals which factors shape an owner's success and impact development

The evolution of how advisory firms monitor and sustain their success

Oct 8, 2014

Modern advisory firms look like businesses, rather than small practices

11 slides prove the demand for financial advice isn't going away

Sep 5, 2014

What advisory firms should know about their future clients: Key findings and top-level results from an InvestmentNews Research study

The real reason behind advisory firms' big gains in AUM

Aug 29, 2014

The average firm saw a 19.2% increase in assets under management year-over-year in 2013

Broker comp puts pressure on wirehouse profit margins

Aug 1, 2014

Even as firms trim non-compensation expenses, profit margins stay below stated goals

'Clients of the future' will want financial advice, but not how it's delivered today

Jul 25, 2014

Survey gives glimpses into the advisory demands of the next generation of clients

How advisers will communicate with clients in five years

Jul 9, 2014

Video conferencing, text messaging and more robust online services will define the way advisers interact with clients in the future

Now is the time for advisers to embrace social media

Jul 2, 2014

Recent survey shows that while advisers understand social media's importance, they have a long way to go before fully realizing its potential.