Lavonne Kuykendall
Lavonne was a reporter for InvestmentNews from 2011 to 2012 covering practice management topics for financial advisers. Connect with her on LinkedIn.
Lavonne was a reporter for InvestmentNews from 2011 to 2012 covering practice management topics for financial advisers. Connect with her on LinkedIn.
Recurring revenue fee ratio continues to rise; down payments getting larger, too
Carnegie Investment Counsel's acquisition sweet spot is in the $50M to $250M range
Registered investment advisory firm mergers-and-acquisitions activity is at a boil this year, and the pace likely will continue, as long as volatile investment markets don't distract buyers.
Financial advisers may or may not agree with her plan, but for now, 16-year-old Olympic hopeful Melissa J.
Facebook. LinkedIn. Twitter. Financial advisers need to embrace social media to land new clients and boost revenues, right? It ain't necessarily so, a new survey finds. | Extra The 10 biggest stories of '11 »
Advisers say something has changed dramatically in the minds of affluent, free-spending clients.
It's anything but a virtuous cycle. The markets are down. Financial advisers who base their fees on assets under management are hurting. The only fix? Raise prices. But how can you in this market?
When it comes to money, are you a giver, protector or pleasure seeker? United Capital Financial Advisers…
From apps to amplitude, embracing old and new media can pay off for advisers
Volatile markets haven't been friendly to those who employ asset-based advisory fees, but conventional wisdom says switching would be a hard sell ... or will it?
