Results for "Numbers Game"

Mar 15, 2019, 1:37 PM EST

Independent advisory firms plan to increase digital marketing budgets this year


By James Gallardo

Over the past 10 years, independent advisory firms have slowly integrated new technology solutions into their business models. Most firms now have their core tech stack in place: 85% are using a CRM system to manage customer relationships; 83% are using financial planning software to devise investment plans that meet their clients' needs; and 69% are using portfolio management tools. While these investments are nearing universal adoption rates, many firms are increasingly thinking about products used less frequently, particularly digital marketing solutions.InvestmentNews fields a biannual benchmarking study measuring technology management, spending, usage and strategy trends among independent advisory firms. This year, our focus is on best practices for building a better client experience through improved digital touch points and a sound technology strategy. For the first time, we gauged usage and spend projections for digital... Read full post

Feb 8, 2019, 4:28 PM EST

When evaluating technology, advisers increasingly focus on the client experience


By Matt Sirinides

Our 2019 Adviser Technology Study, sponsored by TD Ameritrade and Laserfiche, is now open; advisory firms interested in leveraging competitive benchmarking intelligence around their technology can take the survey by clicking here.Technologies that place the end-client experience at the forefront of design and business strategy have long been a staple of consumer technology giants, but for independent advisories, firm partners and their technology decision-makers, paying close attention in this area is a recent phenomenon. Advisers have increasingly been turning their primary focus away from building a better back office and have begun improving their digital touch points with current and prospective clients in earnest, according to our in-progress adviser technology research. While there is still plenty of progress to be made in the areas of adviser adoptions, service efficiencies and data integrations, the end-client investor... Read full post

Dec 19, 2018, 1:44 PM EST

Focus on fees: Tips from top performers


By Mark Bruno Matt Sirinides

An InvestmentNews Research prediction for 2019: Despite all of the discussions around fee compression, the asset-based fee charged by most advisory firms will not change substantially this year, but we do expect that more firms will place an emphasis on creative – and strategic – changes to their overall fee structure and philosophy. In our 2018 Study of Pricing & Profitability, we found that overall asset-based fees remained virtually unchanged, with the typical fee schedule below outlining the average and median breakpoints:... Read full post

Dec 8, 2018, 6:00 AM EST

Success stories: West

By Ellie Zhu

RankFirmPhone/websiteTotalDiscretionaryNondiscretionaryEmployeesassets ($M)accountsassets ($M)accountsassets ($M)accounts1Hall Capital PartnersOne Maritime Plaza, 6th FloorSan Francisco, CA 94111(415)$36,391.90 170$10,615.00 57$25,776.90 1131422Comprehensive Financial Management720 University Avenue, Suite 200Los Gatos, CA 95032(408) 358-3316$15,222.70 43$15,222.70 43$0.00 0273Aspiriant11100 Santa Monica Boulevard, Suite 600Los Angeles, CA 90025(310)$12,213.70 8,493$10,658.70 7,093$1,555.10 1,4001594Mercer Global Advisors Inc.1801 East Cabrillo BoulevardSanta Barbara, CA 93108(800)$11,053.50 24,311$10,656.30 22,802$397.20 1,5092385Jordan Park Group100 Pine Street, Suite 2600San Francisco, CA 94111(415)$8,128.10 861$8,128.10 861$0.00 0366Personal Capital Advisors Corporation250 Montgomery Street, Suite 700San... Read full post

Dec 8, 2018, 6:00 AM EST

Success stories: South

By Ellie Zhu

RankFirmPhone/websiteTotalDiscretionaryNondiscretionaryEmployeesassets ($M)accountsassets ($M)accountsassets ($M)accounts1Jasper Ridge Partners201 Main Street, Suite 1000Fort Worth, TX 76102(817)$18,374.70 41$17,715.40 36$659.30 5802WE Family Offices701 Brickell Avenue, Suite 2100Miami, FL 33131(305)$7,344.20 71$0.00 0$7,344.20 71483CV Advisors19495 Biscayne Boulevard, Suite 808Aventura, FL 33180(305)$5,608.90 567$559.50 105$5,049.40 462414Signature Family Wealth AdvisorsWorld Trade Center, 101 West Main Street, Suite 700Norfolk, VA 23510(757) 625-7670signaturefamily-$4,404.60 178$4,404.60 178$0.00 0445WMS PartnersTowson City Center, 1 Olympic Place, 8th FloorTowson, MD 21204(410)$4,132.70 681$3,009.00 490$1,123.70 191576RGT Wealth Advisors5950 Sherry Lane, Suite 600Dallas, TX 75225(214)$4,026.90 3,884$3,581.... Read full post

Dec 8, 2018, 6:00 AM EST

Success stories: Midwest

By Ellie Zhu

RankFirmPhone/websiteTotalDiscretionaryNondiscretionaryEmployeesassets ($M)accountsassets ($M)accountsassets ($M)accounts1Moneta Group Investment Advisors100 South Brentwood, Suite 500Clayton, MO 63105(314)$18,512.80 23,418$6,855.30 1,731$11,657.50 21,6872852Bahl & Gaynor Inc.255 East Fifth Street, Suite 2700Cincinnati, OH 45202(513)$11,652.40 2,195$10,832.90 2,112$819.60 83243Brownson, Rehmus & Foxworth Inc.200 S. Wacker Drive, Suite 2300Chicago, IL 60606(312)$11,241.40 467$0.00 0$11,241.40 467584Johnson Investment Counsel Inc.3777 West Fork RoadCincinnati, OH 45247(513)$10,420.60 10,009$10,420.60 10,009$0.00 01165FCI Advisors5901 College Boulevard, Suite 110Overland Park, KS 66211(800)$8,265.80 11,985$7,201.30 10,782$1,064.50 1,203596Savant Capital Management190 Buckley DriveRockford, IL 61107(815) 227-... Read full post

Dec 8, 2018, 6:00 AM EST

Success stories: Northeast

By Ellie Zhu

RankFirmPhone/websiteTotalDiscretionaryNondiscretionaryEmployeesassets ($M)accountsassets ($M)accountsassets ($M)accounts1Silvercrest Asset Management Group1330 Avenue Of The Americas, 38th FloorNew York, NY 10019(212)$21,340.20 1,219$15,998.10 1,190$5,342.20 291222BBR PartnersTwo Grand Central Tower, 140 East 45th Street, 26th FloorNew York, NY 10017(212)$14,199.20 3,200$12,214.80 3,000$1,984.40 200903Summit Rock Advisors9 West 57th Street, 12th FloorNew York, NY 10019(212)$13,376.80 128$6,421.30 92$6,955.60 36584Tiedemann Advisors520 Madison Avenue, 26th FloorNew York, NY 10022(212)$12,301.60 452$9,778.90 379$2,522.90 731245Appleton Partners Inc.One Post Office Square, 6th FloorBoston, MA 02109(617)$9,144.20 5,770$9,144.20 5,770$0.00 0476Tag Associates810 Seventh Avenue, 7th... Read full post

Nov 19, 2018, 5:42 PM EST

Female advisers more likely to consider ESG investing strategies


By James Gallardo

A recent study conducted by InvestmentNews Research and sponsored by Calvert Research and Management measured financial advisers' perceptions of environmental, social and corporate governance investing. Among other trends, the study, "From Upstream to Mainstream: ESG at a Tipping Point," showed notable differences in male and female advisers' perceptions of ESG.Overall, usage of ESG investing strategies is up 25% (from 35% to 46%) year over year. While nearly one in two advisers are now constructing portfolios taking ESG factors into account, the trend is much more pronounced among women, the majority of whom (53%) are doing so. Of those female advisers who aren't currently doing so, nearly all would at least consider ESG. Male advisers, on the other hand, are nearly three times as likely as females to be gung ho against ESG — 26% of them say they are not using and will not consider taking ESG into account when constructing... Read full post

Nov 17, 2018, 9:52 AM EST

Some good news about female recruitment in financial advice


By Matt Sirinides

Whether promoted from within or hired from outside the firm, each of four core advisory positions tracked in InvestmentNews' benchmarking study has seen an uptick in women entrants.It's recently been reported that women are now better educated than their husbands and control over half of all private wealth. However, change has been slow when it comes to gender diversity among financial advisers. But this year, the data is hinting at positive change in achieving gender parity among independent advisers. According to the 2018 InvestmentNews Compensation & Staffing Study Update, sponsored by Pershing Advisor Solutions, each of the four primary advisory positions tracked in the study, from the entry-level "support adviser" to the "practicing partner" owner-adviser role, showed an increase in the proportion of women newly inhabiting each job, whether the incumbent was promoted, transferred or hired to her new role.... Read full post

Oct 27, 2018, 12:52 PM EST

Rankings of fixed-income ETFs for the third quarter 2018

By Ellie Zhu

Ranked by quarterly returnsName/ticker3-month return1-year returnNet assets ($M)Net ratio*3-month average daily volume1Xtrackers Emerg Markets Bd - IR Hdg ETF (EMIH)3.79%2.17%$8.7 0.45%1,0862Xtrackers Hi Yield Corp Bd - IR Hdg ETF (HYIH)3.69%5.90%$4.6 0.35%1,8743iShares Interest Rate Hedged Long-Term Corp Bd (IGBH)3.68%5.99%$46.0 0.16%8,5804iShares Interest Rate Hedged High Yield Bond ETF (HYGH)3.53%6.03%$378.9 0.54%28,7675ProShares Investment Grade-Interest Rate Hdg ETF (IGHG)3.44%2.38%$528.3 0.30%53,0446ProShares High Yield-Interest Rate Hedged (HYHG)3.30%5.68%$175.8 0.50%12,2227iShares Interest Rate Hedged Emerging Mkts Bd ETF (EMBH)3.19%1.82%$11.6 0.48%5,5678First Trust CEF Income Opportunity ETF (FCEF)3.17%5.31%$45.3 2.78%6,7949Invesco Emerging Markets Sovereign Debt ETF (PCY)3.14%-4.79%$3,997.4 0.50%1,499,96610Xtrackers Invest Grade Bd - IR Hdg ETF (IGIH)2.77%2.13%$9.6 0.25%1,16311Xtrackers High Beta High Yield Bond ETF (HYUP)2.... Read full post

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