Indie Advisor http://wealthmanagement.com/blog/245771/feed en Betterment Rebranding Its White-Label Service http://wealthmanagement.com/blog/betterment-rebranding-its-white-label-service <div class="node-body blog-body">The robo advisor is also adding investment models from Goldman Sachs and Vanguard. </div> <p><a href="http://wealthmanagement.com/blog/betterment-rebranding-its-white-label-service" target="_blank">read more</a></p> http://wealthmanagement.com/blog/betterment-rebranding-its-white-label-service#comments Technology Indie Advisor Thu, 15 Sep 2016 12:54:00 +0000 1320911 at http://wealthmanagement.com <p>Betterment for Advisors General Manager Tom Kimberly</p> Cetera Selling The Legend Group to Lincoln Investment http://wealthmanagement.com/blog/cetera-selling-legend-group-lincoln-investment <div class="node-body blog-body">Cetera says The Legend Group's focus on 403(b) plans were not in line with its future growth plans. </div> <p><a href="http://wealthmanagement.com/blog/cetera-selling-legend-group-lincoln-investment" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cetera-selling-legend-group-lincoln-investment#comments IBDs Indie Advisor Wed, 14 Sep 2016 17:49:00 +0000 1320431 at http://wealthmanagement.com Increased Competition, DOL Can't Shake Advisor Optimism http://wealthmanagement.com/blog/increased-competition-dol-cant-shake-advisor-optimism <div class="node-body blog-body">According to Schwab's latest Independent Advisor Outlook Study, most advisors remain optimistic for growth despite increased challenges. </div> <p><a href="http://wealthmanagement.com/blog/increased-competition-dol-cant-shake-advisor-optimism" target="_blank">read more</a></p> http://wealthmanagement.com/blog/increased-competition-dol-cant-shake-advisor-optimism#comments Industry RIAs Indie Advisor Thu, 16 Jun 2016 19:41:00 +0000 1211541 at http://wealthmanagement.com LPL Adds $305 Million AUM Firm http://wealthmanagement.com/blog/lpl-adds-305-million-aum-firm <div class="node-body blog-body">Paradigm Wealth Management, a firm known for a significant client base of professional athletes, is joining LPL's hybrid RIA platform. </div> <p><a href="http://wealthmanagement.com/blog/lpl-adds-305-million-aum-firm" target="_blank">read more</a></p> http://wealthmanagement.com/blog/lpl-adds-305-million-aum-firm#comments Industry Indie Advisor Tue, 03 May 2016 20:45:00 +0000 1174371 at http://wealthmanagement.com RIAs Poised to Remain Most Active Buyers in M&A Deals http://wealthmanagement.com/blog/rias-poised-remain-most-active-buyers-ma-deals <div class="node-body blog-body">Registered investment advisory firms were the most active buyers of other firms in 2015, a trend Schwab, which tracks M&A deals, expects to continue. </div> <p><a href="http://wealthmanagement.com/blog/rias-poised-remain-most-active-buyers-ma-deals" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rias-poised-remain-most-active-buyers-ma-deals#comments RIAs Blogs Indie Advisor Tue, 22 Mar 2016 15:30:00 +0000 1139691 at http://wealthmanagement.com Summit Trails Adds $1 Billion Team From Barclays http://wealthmanagement.com/blog/summit-trails-adds-1-billion-team-barclays <div class="node-body blog-body">The move to the Dynasty-backed firm is the latest in a host of advisors leaving Barclays after it announced plans to sell its U.S wealth management division to Stifel.</div> <p><a href="http://wealthmanagement.com/blog/summit-trails-adds-1-billion-team-barclays" target="_blank">read more</a></p> http://wealthmanagement.com/blog/summit-trails-adds-1-billion-team-barclays#comments Industry Indie Advisor Wed, 14 Oct 2015 16:45:00 +0000 1013961 at http://wealthmanagement.com TD Ameritrade Rings in #FiduciaryFriday http://wealthmanagement.com/blog/td-ameritrade-rings-fiduciaryfriday <div class="node-body blog-body">TD Ameritrade celebrated the 75th anniversary of the Investment Advisers Act of 1940 by ringing in the opening bell at the New York Stock Exchange on Friday.</div> <p><a href="http://wealthmanagement.com/blog/td-ameritrade-rings-fiduciaryfriday" target="_blank">read more</a></p> http://wealthmanagement.com/blog/td-ameritrade-rings-fiduciaryfriday#comments RIAs Blogs Regulation & Compliance Indie Advisor Fri, 28 Aug 2015 15:02:00 +0000 979051 at http://wealthmanagement.com Veteran Wells Fargo Advisor Joins LPL Hybrid RIA http://wealthmanagement.com/blog/veteran-wells-fargo-advisor-joins-lpl-hybrid-ria <div class="node-body blog-body">Michael Palace, a 25-year industry veteran, is leaving Wells Fargo Advisors for an LPL hybrid RIA. </div> <p><a href="http://wealthmanagement.com/blog/veteran-wells-fargo-advisor-joins-lpl-hybrid-ria" target="_blank">read more</a></p> http://wealthmanagement.com/blog/veteran-wells-fargo-advisor-joins-lpl-hybrid-ria#comments People RIAs Indie Advisor Tue, 11 Aug 2015 05:58:00 +0000 964251 at http://wealthmanagement.com Indie Advisors Say DOL Fiduciary Has Minimal Impact http://wealthmanagement.com/blog/indie-advisors-say-dol-fiduciary-has-minimal-impact <div class="node-body blog-body">Almost two thirds of independent advisors say they&rsquo;re not changing their documentation processes in anticipation of the proposed rule&rsquo;s implementation, according to a recent flash poll conducted by AdvisoryWorld.</div> <p><a href="http://wealthmanagement.com/blog/indie-advisors-say-dol-fiduciary-has-minimal-impact" target="_blank">read more</a></p> http://wealthmanagement.com/blog/indie-advisors-say-dol-fiduciary-has-minimal-impact#comments RIAs Blogs Regulation & Compliance Indie Advisor Thu, 30 Jul 2015 17:25:00 +0000 955491 at http://wealthmanagement.com Technology a Top Priority For RIA Growth http://wealthmanagement.com/blog/technology-top-priority-ria-growth <div class="node-body blog-body">Advisors are optimistic about the industry and are making technology a top priority to grow their businesses, according to a new study released by Schwab. </div> <p><a href="http://wealthmanagement.com/blog/technology-top-priority-ria-growth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/technology-top-priority-ria-growth#comments Industry Technology Blogs Indie Advisor Thu, 25 Jun 2015 20:25:00 +0000 930981 at http://wealthmanagement.com Savant Capital Picks Up Chicago-Area RIA http://wealthmanagement.com/blog/savant-capital-picks-chicago-area-ria <div class="node-body blog-body"><p>Savant Capital Management expanded its presence in the Chicago market and boosted its assets to nearly $4.5 billion with the recent acquisition of <a href="http://www.orion-capital.com/">Orion Capital Management</a>.</p> <p>Winnetka, Ill.-based Orion is a fee-only independent registered investment advisor with six employees and $150 million in assets under management. The move to join Savant was a good growth opportunity for Orion, the firm&rsquo;s president and founder James W. Kyle Sr. said in a statement Thursday.</p></div> <p><a href="http://wealthmanagement.com/blog/savant-capital-picks-chicago-area-ria" target="_blank">read more</a></p> http://wealthmanagement.com/blog/savant-capital-picks-chicago-area-ria#comments RIAs Blogs Indie Advisor Thu, 21 May 2015 20:00:00 +0000 901911 at http://wealthmanagement.com Envestnet Launches 'Advisor Now' To Help Advisors Embrace Robo Technology http://wealthmanagement.com/blog/envestnet-launches-advisor-now-help-advisors-embrace-robo-technology <div class="node-body blog-body">Envestnet is hoping its Advisor Now platform will help advisors embrace robo-technology and strengthen the digital connection with clients. </div> <p><a href="http://wealthmanagement.com/blog/envestnet-launches-advisor-now-help-advisors-embrace-robo-technology" target="_blank">read more</a></p> http://wealthmanagement.com/blog/envestnet-launches-advisor-now-help-advisors-embrace-robo-technology#comments Technology Indie Advisor Thu, 07 May 2015 19:27:00 +0000 878841 at http://wealthmanagement.com Private Equity, Banks Get Back in the RIA Deal Game http://wealthmanagement.com/blog/private-equity-banks-get-back-ria-deal-game <div class="node-body blog-body">After essentially sitting on the sidelines during 2014, private equity firms and banks were again buying up RIAs in the first quarter of 2015, according to DeVoe & Company. </div> <p><a href="http://wealthmanagement.com/blog/private-equity-banks-get-back-ria-deal-game" target="_blank">read more</a></p> http://wealthmanagement.com/blog/private-equity-banks-get-back-ria-deal-game#comments RIAs Blogs Indie Advisor Fri, 24 Apr 2015 13:57:00 +0000 845701 at http://wealthmanagement.com Garrett Planning Network Acquired by Insurer: April Fools http://wealthmanagement.com/blog/garrett-planning-network-acquired-insurer-april-fools <div class="node-body blog-body">In an April Fool’s Day joke, Garrett Planning Network announced it was being acquired by a bogus life insurance company for more than the rumored amount Northwestern Mutual paid for LearnVest. </div> <p><a href="http://wealthmanagement.com/blog/garrett-planning-network-acquired-insurer-april-fools" target="_blank">read more</a></p> http://wealthmanagement.com/blog/garrett-planning-network-acquired-insurer-april-fools#comments RIAs Blogs Indie Advisor Wed, 01 Apr 2015 13:58:00 +0000 828461 at http://wealthmanagement.com Advisors Able to Work Through Brutal Winter, Thanks to the Cloud http://wealthmanagement.com/blog/advisors-able-work-through-brutal-winter-thanks-cloud <div class="node-body blog-body">The record breaking snowfall this year would have crippled wealth management firms 10 years ago, but new technology helps advisors maintain business as usual. </div> <p><a href="http://wealthmanagement.com/blog/advisors-able-work-through-brutal-winter-thanks-cloud" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-able-work-through-brutal-winter-thanks-cloud#comments Technology Blogs Indie Advisor Thu, 19 Mar 2015 21:25:00 +0000 819361 at http://wealthmanagement.com <p>Copyright Spencer Platt, Getty Images</p>