Results for "Numbers Game"

Apr 15, 2019, 10:19 AM EST

Dynamic philanthropic environment expected through 2020

By Ellie Zhu

Which U.S. organizations are receiving the extra funds? Who's doing all this charitable giving? Who's giving more in 2019 and 2020? ... Read full post

Apr 12, 2019, 8:58 PM EST

62% of firms plan to adopt new client-facing technology this year

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By Ellie Zhu James Gallardo

Our past research has revealed that independent advisory firms often rated improving the digital client experience as less important than improving adviser productivity and building efficiencies. But data from the 2019 InvestmentNews Adviser Technology Study point to a potential change in sentiment.Client experience leaped to the forefront of adviser technology strategy this year, and was selected and ranked at No. 1 more frequently than any other consideration as a top metric both for evaluating current technology and for consideration when investing in a new application. But current usage of client-facing software solutions is underwhelming. The only tools used by a majority of firms are electronic signatures (72%), client-facing portals (71%) and video conferencing software (67%). (See Figure 1.)Other tools utilized elsewhere in the financial services industry, such as mobile-optimized websites, digital account-opening systems and... Read full post

Apr 1, 2019, 9:03 PM EST

Best Places to Work for Financial Advisers: The research and the data

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By Ellie Zhu Matt Sirinides

As InvestmentNews celebrates its second class of Best Places to Work for Financial Advisers, we'd like to use the opportunity to shed some light on the practices that play the biggest role in setting the Best Places apart from the competition by taking a deeper look at the data firms provide in order to be considered for the list. Below are five areas where the Best Places differed most from the firms that didn't make the list.... Read full post

Mar 15, 2019, 9:07 PM EST

Independent advisory firms plan to increase digital marketing budgets this year

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By Ellie Zhu 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, 9:12 PM EST

When evaluating technology, advisers increasingly focus on the client experience

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By Ellie Zhu 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

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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, 11:38 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) 288-0544hallcapital.com$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) 806-4000aspiriant.com$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) 258-1559facebook.com/merceradvisors$11,053.50 24,311$10,656.30 22,802$397.20 1,5092385Jordan Park Group100 Pine Street, Suite 2600San Francisco, CA 94111(415) 417-3000linkedin.com/company/jordanpark$8,128.10 861$8,128.10 861$0.00 0366Personal Capital Advisors Corporation250 Montgomery Street, Suite 700San... Read full post

Dec 8, 2018, 11:38 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) 333-0027jasperridge.com$18,374.70 41$17,715.40 36$659.30 5802WE Family Offices701 Brickell Avenue, Suite 2100Miami, FL 33131(305) 825-2225wefamilyoffices.com$7,344.20 71$0.00 0$7,344.20 71483CV Advisors19495 Biscayne Boulevard, Suite 808Aventura, FL 33180(305) 358-5990cv-advisors.com$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) 337-7575wmsfamilyoffice.com$4,132.70 681$3,009.00 490$1,123.70 191576RGT Wealth Advisors5950 Sherry Lane, Suite 600Dallas, TX 75225(214) 360-7000rgtadvisors.com$4,026.90 3,884$3,581.... Read full post

Dec 8, 2018, 11:37 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) 649-0600silvercrestgroup.com$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) 313-9870bbrpartners.com$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) 993-7150summit-rock.com$13,376.80 128$6,421.30 92$6,955.60 36584Tiedemann Advisors520 Madison Avenue, 26th FloorNew York, NY 10022(212) 396-5900linkedin.com/company/tiedemann-advisors$12,301.60 452$9,778.90 379$2,522.90 731245Appleton Partners Inc.One Post Office Square, 6th FloorBoston, MA 02109(617) 338-0700appletonpartners.com$9,144.20 5,770$9,144.20 5,770$0.00 0476Tag Associates810 Seventh Avenue, 7th... Read full post

Dec 8, 2018, 11:37 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) 726-2300monetagroup.com$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) 287-6100twitter.com/bahlgaynor$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) 346-5850brfadvisors.com$11,241.40 467$0.00 0$11,241.40 467584Johnson Investment Counsel Inc.3777 West Fork RoadCincinnati, OH 45247(513) 661-3100johnsoninv.com$10,420.60 10,009$10,420.60 10,009$0.00 01165FCI Advisors5901 College Boulevard, Suite 110Overland Park, KS 66211(800) 615-2536fciadvisors.com$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

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