Jerry Gleeson

Articles by Jerry Gleeson

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.

Why Wirehouse FAs Pass on the RIA Path

Independence is appealing to a growing number of wirehouse advisors, but the RIA route clearly has some challenges for most of them.

Tardy Advisors Get a Reprieve

Mid-sized RIAs who are behind on switching their registration from federal to state jurisdictions now have until Dec. 17 to get caught up.

Waning M&A for RIAs

The number of deals in the RIA space has dropped since 2011.

Blotter: November 2012

SEC Extends State Oversight Deadline

Mid-sized RIAs who are behind on switching their registrations from federal to state jurisdictions have until Dec. 17 to get caught up.

The Odd Couple: Advisors and Accountants 1

Mergers between advisors and accountants are often seen as marriages of mutual interest, but don’t kid yourself. Industry experts say there’s a Mars-and-Venus quality to the partnerships that makes success difficult.