Intelligent Advisor http://wealthmanagement.com/blog/245981/feed The quick hits of information you need to make you a smarter wealth manager en Financial Services Ramping Up Spending On Cybersecurity http://wealthmanagement.com/blog/financial-services-ramping-spending-cybersecurity <div class="node-body blog-body">Financial services and banks will spend $9.5 billion in 2015 to defend against hackers, second only to the government.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/financial-services-ramping-spending-cybersecurity" target="_blank">read more</a></p> http://wealthmanagement.com/blog/financial-services-ramping-spending-cybersecurity#comments Technology Blogs Intelligent Advisor Sat, 25 Apr 2015 01:09:00 +0000 846411 at http://wealthmanagement.com Three Financial Service Apps Available For Apple Watch http://wealthmanagement.com/blog/three-financial-service-apps-available-apple-watch <div class="node-body blog-body">Fidelity, Pershing and Openfolio are early adopters of the Apple Watch, creating apps that are available on the same day as the lastest piece of wearable technology launched.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/three-financial-service-apps-available-apple-watch" target="_blank">read more</a></p> http://wealthmanagement.com/blog/three-financial-service-apps-available-apple-watch#comments Technology Intelligent Advisor Fri, 24 Apr 2015 18:47:00 +0000 848821 at http://wealthmanagement.com Advisors Ahead Founder Craig Pfeiffer To Be New MMI President http://wealthmanagement.com/blog/advisors-ahead-founder-craig-pfeiffer-be-new-mmi-president <div class="node-body blog-body">Craig Pfeiffer will succeed Christopher Davis as president and CEO of MMI in May. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/advisors-ahead-founder-craig-pfeiffer-be-new-mmi-president" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-ahead-founder-craig-pfeiffer-be-new-mmi-president#comments People Intelligent Advisor Wed, 22 Apr 2015 21:24:00 +0000 843991 at http://wealthmanagement.com When to Walk Away From a Deal http://wealthmanagement.com/blog/when-walk-away-deal <div class="node-body blog-body">Even the best advisory practices can have issues, so it’s important for advisors to know when to step away from a deal to buy a practice.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/when-walk-away-deal" target="_blank">read more</a></p> http://wealthmanagement.com/blog/when-walk-away-deal#comments Blogs Business Planning Careers Intelligent Advisor Wed, 22 Apr 2015 18:44:00 +0000 843361 at http://wealthmanagement.com <p><em>Medioimages/Photodisc/Valueline/Thinkstock</em></p> Raymond James eSignature Fails to Catch On http://wealthmanagement.com/blog/raymond-james-esignature-fails-catch <div class="node-body blog-body">After rolling out the electronic signature capabilities in December, the leaders of Raymond James’ technology operations say advisors at the firm have been surprisingly slow to utilize the oft-demanded tool. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/raymond-james-esignature-fails-catch" target="_blank">read more</a></p> http://wealthmanagement.com/blog/raymond-james-esignature-fails-catch#comments Technology Blogs Intelligent Advisor Wed, 22 Apr 2015 17:04:00 +0000 843181 at http://wealthmanagement.com <p>Vin&nbsp;Campagnoli&nbsp;and&nbsp;Bella&nbsp;Allaire&nbsp;at the Raymond James Financial Services national conference in Las Vegas.&nbsp;</p> Orion Partners Up With Robo Jemstep http://wealthmanagement.com/blog/orion-partners-robo-jemstep <div class="node-body blog-body">Orion Advisor Services has joined with Jemstep to give advisors a way to bring clients the automated robo-advisor experience while still maintaining control of the assets and investment strategies.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/orion-partners-robo-jemstep" target="_blank">read more</a></p> http://wealthmanagement.com/blog/orion-partners-robo-jemstep#comments Technology Intelligent Advisor Wed, 22 Apr 2015 16:10:00 +0000 842991 at http://wealthmanagement.com Three Charts that Explain Raymond James’ Growth http://wealthmanagement.com/blog/three-charts-explain-raymond-james-growth <div class="node-body blog-body">Raymond James has grown steadily in recent years. Here are three charts that lay out the firm's advisors, assets and revenue over the past five years. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/three-charts-explain-raymond-james-growth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/three-charts-explain-raymond-james-growth#comments IBDs Blogs Intelligent Advisor Tue, 21 Apr 2015 20:04:00 +0000 841621 at http://wealthmanagement.com <p>Photo from Raymond James 1975 national conference, courtesy of the firm&#39;s archives.&nbsp;</p> Investors Expect Double-Digit Returns In 2015 http://wealthmanagement.com/blog/investors-expect-double-digit-returns-2015 <div class="node-body blog-body">A Natixis Global Asset Management survey found that investors expect double-digit returns in 2015 and are willing to take on more risk to get there. But many still don't have a financial plan to protect against a market setback. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/investors-expect-double-digit-returns-2015" target="_blank">read more</a></p> http://wealthmanagement.com/blog/investors-expect-double-digit-returns-2015#comments Industry Intelligent Advisor Tue, 14 Apr 2015 16:14:00 +0000 835751 at http://wealthmanagement.com How To Prepare For An Advisor's Unexpected Death http://wealthmanagement.com/blog/how-prepare-advisors-unexpected-death <div class="node-body blog-body">After the untimely deaths of three advisors over a year and a half, president and founder of Integrated Financial Partners Paul Saganey knows more than most to plan for the unexpected.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/how-prepare-advisors-unexpected-death" target="_blank">read more</a></p> http://wealthmanagement.com/blog/how-prepare-advisors-unexpected-death#comments Blogs Business Planning Practice Planning Succession Planning Intelligent Advisor Mon, 13 Apr 2015 19:23:00 +0000 834551 at http://wealthmanagement.com New Partnership Brings Client Segmentation to Fidelity RIAs http://wealthmanagement.com/blog/new-partnership-brings-client-segmentation-fidelity-rias <div class="node-body blog-body">Fidelity has partnered with FirstPoint, a firm that specializes in emerging affluent investors, to help RIAs segment and scale their businesses. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/new-partnership-brings-client-segmentation-fidelity-rias" target="_blank">read more</a></p> http://wealthmanagement.com/blog/new-partnership-brings-client-segmentation-fidelity-rias#comments RIAs Intelligent Advisor Wed, 08 Apr 2015 20:48:00 +0000 832621 at http://wealthmanagement.com