Results for "your practice"

Displaying 3,539 results

Sort: Date | Relevance

Author:

Thinking beyond $1 billion

April 10, 2019

Many new RIAs dream of reaching $1 billion in managed assets. But the $1 billion mark isn't the end goal. For an advisory maturing from a practice to a business, it's just the beginning. A firm growing toward $1 billion in AUM is doing a lot...

Find your Fosbury Flop: Innovating on the fundamentals

April 23, 2019

Last week I had the good fortune to spend time with some of the most forward-looking individuals in our industry at InvestmentNews' 2019 Innovation Summit. Joe Duran, chairman of this year's event, encouraged attendees to look for innovation...

Infusing your company with a disruptive mentality

March 4, 2019

In a previous article, I discussed the pivotal role that continuing disruption plays in sustained company success. Now I'll delve deeper into how you can infuse your company with a disruptive mentality. Change is the only constant in business,...

Embrace technology, but beware of becoming obsessed with it

April 9, 2019

Technology is important. As the world continues to embrace it, it is encouraging to see that our industry has caught the full force of the bug. Nearly every publication that covers the financial advisory profession today has a dedicated financial...

The innovation challenge: What's holding you back?

January 28, 2019

We all know that we are living in one of the most disruptive times in history. Which also means that this is a dream time for innovation and reinvention. Never has there been a more rewarding period for businesses in any industry to reimagine...

When living on a half-million dollars a year seems hard

March 29, 2019

Every so often you come across an article about someone who makes a lot of money, but who claims to be just scraping by. Among the more famous of these was a Wall Street Journal infographic from 2013 depicting the travails of single mothers...

Growth is a must, but watch out for the trap

March 19, 2019

After spending many years cheering my three daughters while they play club volleyball, I decided it would be nice to learn to play properly myself. After all, there are a couple of courts right by the ocean, and it would be fun to play with...

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

April 12, 2019

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...

Advisers can beat out firms like Fidelity with this marketing approach

March 8, 2019

Independent advisers may not have the budgets to match what a company like Fidelity Investments can spend on advertising, but they can take advantage of what may be an even more effective tool for generating business leads for them — using...

5 New Year's resolutions for advisers

January 18, 2019

A new year has begun and most of us have the same goals: Add new clients. Make more money. Become more efficient. But these are not the same as resolutions. According to the Oxford English Dictionary, a resolution is "a firm decision to do or...

Cambridge Associates reaches diversity milestone: half of leadership team are women

February 27, 2019

The promotion of a female executive this week at Cambridge Associates moves the $33 billion Boston-based asset management firm into the rarified ranks of companies with at least half their leadership team represented by women. Cambridge, a 45-year-old...

4 invisible influencers advisers need to address in 2019

November 26, 2018

It's funny how history has a way of repeating itself, how being exposed to one way of life can teach you something about another, sometimes decades later. However, to learn this lesson — and glean something from history — you must be willing...

Your Next-Gen Advisor's Road to Success Starts Long Before Day One

March 6, 2019

If you are among those looking to bring on extra help in the form of an associate advisor, you're probably eager to fill that position and get your new hire up and running as quickly as possible. But rushing headlong into the hiring process...

Making a resolution (and a plan) that is built to last

February 19, 2019

We've reached the time of year where research tells us most people have abandoned their New Year's resolutions. According to U.S. News & World Report, 80% of New Year's resolutions fail by February. Those promises of eating less or working out...

Learning from the woes of Sears, General Electric

November 6, 2018

Two great American companies have seen their stock prices fall off a cliff. In the early 2000s, my colleagues and I sold our investment firm, Centurion Capital, to GE Financial. At the time, General Electric was the gold standard for great American...

Thinking about selling your firm? 5 ways to prepare

February 13, 2019

Without a doubt, 2018 was a big year for M&A in the independent wealth management industry, and robust activity is expected to continue this year. Fidelity recently gathered nearly 40 leaders from across the industry at our fourth annual M&A...

How continuing disruption drives sustained success

February 11, 2019

In the modern business world, sustainable company success depends on continual disruption. I learned this nearly 20 years ago as a young entrepreneur attending the Schwab Impact conference, where the keynote speaker, Guy Kawasaki, opened my...

Outsourcing is route to greater growth, Fidelity study finds

February 26, 2019

Outsourcing key functions — including investment management, information technology and legal and compliance — is the route to greater growth, say advisory firms who outsource, according to a new study by Fidelity. Nearly half (43%) of the...

3 moves advisers can make now to stair-step their succession

October 23, 2018

These last two months haven given me unique perspective, both personally and professionally. In September, I was hunted by a mountain lion while scaling Crestone Peak in the Rockies, and it taught me a valuable lesson about how to be more cognizant...

Boost your reputation with content marketing

March 11, 2019

Getting new clients is all about reputation. Reputation is your most important asset. Doing a great job for your current clients is, of course, the best reputation builder. But to stand out, you need to do more, whether that's an article in...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 ... 177

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.