Jerry Gleeson

Jerry
Gleeson
Articles
Seeking a Specialist
SYM Financial Corp. opened up avenues for growth by narrowing its focus.
Jeff Dekko
Planning for Growth
Wealth Enhancement Group taps its financial planning expertise for future expansion.
Old Friends, Advisor Allies
EP Wealth Advisors’ founders go back longer than most.
computer illustration
Will Tech Ease the DOL Burden?
Vendors are lining up solutions for advisors. But solving the regulatory riddle won’t be as simple as flipping a switch.
The New Sheriffs
Three years ago, state examiners supplanted the SEC as overseers for thousands of mid-level RIAs, prompting dire warnings of death by inept bureaucracy. What actually happened? These advisors lived to tell the tale.
No Slowing RIA Growth
The independent channel is still the fastest growing advisory model, a trend that should continue despite the rise of robo-assisted, do-it-yourself investors.
Meet Your Robo Advisor
There is a beating heart inside the new automated investment platforms roiling the industry, and a new career path for younger financial advisors.
Custodian Castoffs 1
The ‘big tent’ philosophy of some custodians is getting smaller, and some small RIAs are getting squeezed out.
The Absent Aggregators
M&A in the RIA space has slowed and some formerly high-flying aggregators are posting fewer deals. Are their days of gangbuster growth a thing of the past?
Will 401(k) Benchmarks Put You Out of Business?  1
Plan sponsors can now discover whether they are paying too much for their retirement plans. Advisors may have to drop their fees or lose the client.
Pershing’s Mark Tibergien
The CEO of Pershing Advisor Solutions on working with BNY Mellon, mobile apps, who he follows on Twitter and why it’s not the clients that are pushing the social media agenda.
Financial Planning Software: So Many Choices
At the T3 conference in Miami this week, co-founder Joel Bruckenstein sat down with WealthManagement.com to talk about the evolution of technology for advisors, the advantages of Windows 8 and why there will always be a need for human financial planners.
Don’t Fear Your Fees
RIAs are loathe to increase rates, believing it alienates clients. But industry insiders say advisors have more juice than they suspect. Here’s how to get a raise.
A Lifestyle Choice
REP.’s recent “Practice Management” study shows that RIAs tend to use coaches less than counterparts in other channels. Are time and money constraints the reason?
Taking Care of Business
A survey this year by REP./Wealth Management.com shows how RIA attitudes differ from those among advisors in other channels.
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