Advisor Intelligence http://wealthmanagement.com/blog/245981/feed en FinTech Investment Expected To Double In 2015 http://wealthmanagement.com/blog/fintech-investment-expected-double-2015 <div class="node-body blog-body">New research expects global investment in financial technology to double to $19.7 billion in 2015. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/fintech-investment-expected-double-2015" target="_blank">read more</a></p> http://wealthmanagement.com/blog/fintech-investment-expected-double-2015#comments Technology Advisor Intelligence Thu, 19 Feb 2015 21:41:00 +0000 787511 at http://wealthmanagement.com Compromised Clients: The Weak Link in Cyber Defense http://wealthmanagement.com/blog/compromised-clients-weak-link-cyber-defense <div class="node-body blog-body">Panelists at a cybersecurity talk at the 2015 T3 Conference discussed an emerging cyber threat facing advisors: their own clients. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/compromised-clients-weak-link-cyber-defense" target="_blank">read more</a></p> http://wealthmanagement.com/blog/compromised-clients-weak-link-cyber-defense#comments Technology Advisor Intelligence Fri, 13 Feb 2015 23:41:00 +0000 782421 at http://wealthmanagement.com Increased RIA Marketshare Comes at the Expense of the Wirehouses http://wealthmanagement.com/blog/increased-ria-marketshare-comes-expense-wirehouses <div class="node-body blog-body">New data from Cerulli Associates found that RIA firms are increasing their marketshare of the advisory space at the expense of wirehouse firms. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/increased-ria-marketshare-comes-expense-wirehouses" target="_blank">read more</a></p> http://wealthmanagement.com/blog/increased-ria-marketshare-comes-expense-wirehouses#comments Industry RIAs Wirehouse Advisor Intelligence Wed, 11 Feb 2015 21:13:00 +0000 779441 at http://wealthmanagement.com One Advisor Feels Effect of Anthem Attack http://wealthmanagement.com/blog/one-advisor-feels-effect-anthem-attack <div class="node-body blog-body">Unlike the previous Home Depot and Target data breaches, the most recent attack on insurance carrier Anthem Inc. could have a bigger impact on advisors.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/one-advisor-feels-effect-anthem-attack" target="_blank">read more</a></p> http://wealthmanagement.com/blog/one-advisor-feels-effect-anthem-attack#comments Technology Blogs Advisor Intelligence Wed, 11 Feb 2015 20:19:00 +0000 779381 at http://wealthmanagement.com RIA M&A Activity Hits Record-Breaking Pace http://wealthmanagement.com/blog/ria-ma-activity-hits-record-breaking-pace <div class="node-body blog-body">DeVoe & Company estimates $29.5 billion in client assets changed hands in January, more than half the total transacted throughout 2014.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ria-ma-activity-hits-record-breaking-pace" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ria-ma-activity-hits-record-breaking-pace#comments RIAs Blogs Advisor Intelligence Mon, 09 Feb 2015 14:43:00 +0000 776291 at http://wealthmanagement.com Education, Planning Can Mitigate Effects Of A Cyber Attack http://wealthmanagement.com/blog/education-planning-can-mitigate-effects-cyber-attack <div class="node-body blog-body">At the FINRA/SIFMA conference, cybersecurity explained how creating a plan and getting educated can go a long way to mitigate the effects of a security breach. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/education-planning-can-mitigate-effects-cyber-attack" target="_blank">read more</a></p> http://wealthmanagement.com/blog/education-planning-can-mitigate-effects-cyber-attack#comments Technology Advisor Intelligence Thu, 05 Feb 2015 20:23:00 +0000 773761 at http://wealthmanagement.com How Advisors Can Reach Wealthy Women http://wealthmanagement.com/blog/how-advisors-can-reach-wealthy-women <div class="node-body blog-body">Women are now primary breadwinners in two-thirds of households and control $12 trillion globally; but only 20 percent work with a financial advisor. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/how-advisors-can-reach-wealthy-women" target="_blank">read more</a></p> http://wealthmanagement.com/blog/how-advisors-can-reach-wealthy-women#comments Industry TD Ameritrade National LINC 2015 Advisor Intelligence Mon, 02 Feb 2015 16:47:00 +0000 769461 at http://wealthmanagement.com TD Ameritrade Introduces Social Media Research Tool For Retail Investors http://wealthmanagement.com/blog/td-ameritrade-introduces-social-media-research-tool-retail-investors <div class="node-body blog-body">A tool launched by TD Ameritrade allows retail investors to gauge social media sentiment when making investment decisions. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/td-ameritrade-introduces-social-media-research-tool-retail-investors" target="_blank">read more</a></p> http://wealthmanagement.com/blog/td-ameritrade-introduces-social-media-research-tool-retail-investors#comments Technology Advisor Intelligence Tue, 27 Jan 2015 20:56:00 +0000 763451 at http://wealthmanagement.com 35% of Wirehouse Advisors Set to Retire within 10 Years http://wealthmanagement.com/blog/35-wirehouse-advisors-set-retire-within-10-years <div class="node-body blog-body">It&rsquo;s news to no one that the industry is shedding financial advisors. But the numbers highlighted in Cerulli Associate&rsquo;s newest research provides a stark breakdown of the looming problem.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/35-wirehouse-advisors-set-retire-within-10-years" target="_blank">read more</a></p> http://wealthmanagement.com/blog/35-wirehouse-advisors-set-retire-within-10-years#comments Blogs Wirehouse Advisor Intelligence Thu, 22 Jan 2015 20:15:00 +0000 758781 at http://wealthmanagement.com <p>Photo by Justin Sullivan/Getty Images</p> Rich Millennials More Likely to Keep Advisors Than Poor Millennials http://wealthmanagement.com/blog/rich-millennials-more-likely-keep-advisors-poor-millennials <div class="node-body blog-body"><p>The wealthier millennials are, the less likely they are to fire their parents&#39; advisors. About two-thirds of high-net-worth millennials already using their families&rsquo; advisor have no plans on changing, compared to just a third of mass affluent millennials.</p></div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/rich-millennials-more-likely-keep-advisors-poor-millennials" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rich-millennials-more-likely-keep-advisors-poor-millennials#comments Blogs Client Relations Advisor Intelligence Tue, 20 Jan 2015 19:49:00 +0000 756781 at http://wealthmanagement.com Where Advisors are Looking to Fund Succession Plans http://wealthmanagement.com/blog/where-advisors-are-looking-fund-succession-plans <div class="node-body blog-body">Just over a third of advisors say they have a succession plan, but how viable is it and where are they getting the money to fund it? </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/where-advisors-are-looking-fund-succession-plans" target="_blank">read more</a></p> http://wealthmanagement.com/blog/where-advisors-are-looking-fund-succession-plans#comments Blogs Succession Planning Third-Party Research Advisor Intelligence Fri, 16 Jan 2015 19:31:00 +0000 754281 at http://wealthmanagement.com <p>Photo by Dan Kitwood/Getty Images</p> The Next Big Thing in Cybersecurity: Training http://wealthmanagement.com/blog/next-big-thing-cybersecurity-training <div class="node-body blog-body">Prilock, a cybersecurity training service, says it can help guard RIAs from the growing threat of hackers. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/next-big-thing-cybersecurity-training" target="_blank">read more</a></p> http://wealthmanagement.com/blog/next-big-thing-cybersecurity-training#comments RIAs Technology Advisor Intelligence Fri, 16 Jan 2015 16:04:00 +0000 753351 at http://wealthmanagement.com TD Ameritrade CFO Announces Retirement http://wealthmanagement.com/blog/td-ameritrade-cfo-announces-retirement <div class="node-body blog-body">After 16 years at TD Ameritrade, CFO Bill Gerber announced his retirement. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/td-ameritrade-cfo-announces-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/blog/td-ameritrade-cfo-announces-retirement#comments People Advisor Intelligence Wed, 14 Jan 2015 17:05:00 +0000 751951 at http://wealthmanagement.com Asset Managers Increase Marketing Budgets For 2015 http://wealthmanagement.com/blog/asset-managers-increase-marketing-budgets-2015 <div class="node-body blog-body">A Cerulli study found that asset managers are increasing their marketing budgets and looking to focus more on content marketing. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/asset-managers-increase-marketing-budgets-2015" target="_blank">read more</a></p> http://wealthmanagement.com/blog/asset-managers-increase-marketing-budgets-2015#comments Industry Blogs Advisor Intelligence Fri, 09 Jan 2015 19:15:00 +0000 748171 at http://wealthmanagement.com CFP Board Hires General Counsel http://wealthmanagement.com/blog/cfp-board-hires-general-counsel <div class="node-body blog-body">Certified Financial Planner Board of Standards is bringing onboard a former Holland & Knight partner to fill the newly formed role of general counsel. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/cfp-board-hires-general-counsel" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cfp-board-hires-general-counsel#comments People Blogs Advisor Intelligence Tue, 06 Jan 2015 17:54:00 +0000 745211 at http://wealthmanagement.com