Top-performing advisory firms, on average, have more than one owner, pay those owners better and seem to be getting more from those owners in terms of management skill and engagement.
The following is an edited transcript of the webcast “Finding and Keeping New Advisers,” which was held March 15. Deputy editor Evan Cooper and reporter Lavonne Kuykendall were the moderators
United Capital Financial Advisers today announced the acquisition of financial planning firm Vantage Point Advisors. Vantage Point, which manages $170 million in assets, will now operate under the name of United Capital Private Wealth Counseling.
The Investment Management Consultants Association is zeroing in on independent advisers as it attempts to attract new members to certain designations.
Financial advisers who are looking to attract younger clients had better sharpen their tweeting skills.
After months of speculation, UBS today named Robert McCann as its new head of wealth management in the Americas
A senior executive at a major PR firm recently told me that thought leadership is dead
Finding good sources of referrals and winning over prospects is more of an art than science.
Bank of America's Global Wealth and Investment Management division — and specifically the Merrill Lynch brokerage operation — continue to benefit from improving markets.
It's taken over three years, but loan approvals for small businesses are back to pre-crisis levels.
As consumers manage more of their lives via smartphones and iPads, financial service companies are trying to ensure they don't get lost in the electronic shuffle.
Advisers who specialize in servicing a single industry group say their narrow focus -- and greater credibility among prospects -- helps them build a more lucrative practice faster
In this one-on-one with Kelli Cruz, the director of custom research at InvestmentNews, Jon Yankee, partner and CFO at Fox, Joss & Yankee, shares his thoughts on staffing and recruiting.
Advisory firms continue to face daunting transition issues, according to speakers today at the 2010 InvestmentNews/Moss Adams Financial Performance Study of Advisory Firms Workshop in San Francisco.
Dynasty Financial Partners LLC has hired Loren Morris as director of RIA services.
Hoping to strengthen its agent force, The Northwestern Mutual Life Insurance Co. has paired with Career Athletes LLC to recruit students as interns and agents
While the 2010 Tax Act for now locks in the current marginal tax rates for all income levels, advisers thinking about the future need tools at their disposal now to help sort out a client's future options, especially when it comes to the estate tax.
Commission said to be addressing substantial risks in the market that have gone unchecked; 'there's going to be a lot of trouble ahead'
