Indie Advisor http://wealthmanagement.com/blog/245771/feed en 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> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></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> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></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> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></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> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></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 Third-Party Research 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> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></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> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></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> Secrets to Managing Multiple Offices http://wealthmanagement.com/blog/secrets-managing-multiple-offices <div class="node-body blog-body">Employee travel and open communications are key drivers to sustaining a business with multiple offices long-term.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/secrets-managing-multiple-offices" target="_blank">read more</a></p> http://wealthmanagement.com/blog/secrets-managing-multiple-offices#comments RIAs Blogs Business Planning Indie Advisor Wed, 25 Feb 2015 16:41:00 +0000 793061 at http://wealthmanagement.com <p><em>Robert Churchill/iStock/Thinkstock</em></p> New House Bill Could Ease Tax Burdens for Indie Advisors http://wealthmanagement.com/blog/new-house-bill-could-ease-tax-burdens-indie-advisors <div class="node-body blog-body">The House reintroduced a bill this week that would allow small business owners to deduct up to $500,000 in office equipment, which could provide some relief for advisors going out on their own. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/new-house-bill-could-ease-tax-burdens-indie-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/blog/new-house-bill-could-ease-tax-burdens-indie-advisors#comments IBDs Legal Blogs Indie Advisor Thu, 05 Feb 2015 17:00:00 +0000 773341 at http://wealthmanagement.com RCAP Stresses Health of Wholesale B/D Business http://wealthmanagement.com/blog/rcap-stresses-health-wholesale-bd-business <div class="node-body blog-body">Following a tough third quarter, RCAP's wholesale broker/dealer business raised $270 million in December and $9.7 billion for 2014. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/rcap-stresses-health-wholesale-bd-business" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rcap-stresses-health-wholesale-bd-business#comments IBDs Blogs RCS Capital Corp Indie Advisor Mon, 05 Jan 2015 19:27:00 +0000 744441 at http://wealthmanagement.com <p><span>RCS Capital CEO Michael Weil</span></p> RIAs “Passing” on Diversity http://wealthmanagement.com/blog/rias-passing-diversity <div class="node-body blog-body">Most RIAs either have no knowledge about their firms' diversity programs or say that their programs are satisfactory, according to a recent survey by Schwab Advisor Services. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/rias-passing-diversity" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rias-passing-diversity#comments RIAs Blogs IMPACT 2014 Indie Advisor Fri, 03 Oct 2014 13:00:00 +0000 670441 at http://wealthmanagement.com Why the Existing Fiduciary Rule Won’t Work for Brokerages http://wealthmanagement.com/blog/why-existing-fiduciary-rule-won-t-work-brokerages <div class="node-body blog-body">As part of Fiduciary September festivities, RBC Wealth Management’s John Taft challenged fiduciary standard advocates, and explained why the current standard won’t fly in the brokerage world. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/why-existing-fiduciary-rule-won-t-work-brokerages" target="_blank">read more</a></p> http://wealthmanagement.com/blog/why-existing-fiduciary-rule-won-t-work-brokerages#comments Fiduciary Professions Blogs Regulation & Compliance Indie Advisor Tue, 09 Sep 2014 15:45:00 +0000 648731 at http://wealthmanagement.com Post-Vacation, Don’t Go for the Email Inbox http://wealthmanagement.com/blog/post-vacation-don-t-go-email-inbox <div class="node-body blog-body">You’ve just come back from vacation. But before you answer emails, consider, how can you make the most difference in your practice? </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/post-vacation-don-t-go-email-inbox" target="_blank">read more</a></p> http://wealthmanagement.com/blog/post-vacation-don-t-go-email-inbox#comments Blogs Business Planning Indie Advisor Wed, 03 Sep 2014 19:38:00 +0000 644471 at http://wealthmanagement.com RIAs Focusing on Organic Growth http://wealthmanagement.com/blog/rias-focusing-organic-growth <div class="node-body blog-body">RIAs are concentrating on building enduring, robust businesses through referrals, rather than mergers, according to a new study. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/rias-focusing-organic-growth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rias-focusing-organic-growth#comments RIAs Blogs Indie Advisor Thu, 10 Jul 2014 13:34:00 +0000 601491 at http://wealthmanagement.com <p>Photo by Peter Macdiarmid/Getty Images.</p> First Allied Lures New President from Advisor Group http://wealthmanagement.com/blog/first-allied-lures-new-president-advisor-group <div class="node-body blog-body">Independent broker/dealer First Allied Securities has hired Kevin Keefe, former head of Advisor Group's wealth management operations, to serve as its new president. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/first-allied-lures-new-president-advisor-group" target="_blank">read more</a></p> http://wealthmanagement.com/blog/first-allied-lures-new-president-advisor-group#comments IBDs People Blogs Indie Advisor Thu, 08 May 2014 14:27:00 +0000 555461 at http://wealthmanagement.com Getting the Most for Your Firm http://wealthmanagement.com/blog/getting-most-your-firm <div class="node-body blog-body">There are five key drivers of firm valuation, says Echelon Partners’ Dan Seivert. Here’s what advisors should shoot for to get the highest valuation. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/getting-most-your-firm" target="_blank">read more</a></p> http://wealthmanagement.com/blog/getting-most-your-firm#comments RIAs Blogs Business Planning Practice Management Indie Advisor Thu, 01 May 2014 17:47:00 +0000 549881 at http://wealthmanagement.com