Advisor Intelligence http://wealthmanagement.com/blog/245981/feed en Buyers Are Just Not That Into You http://wealthmanagement.com/blog/buyers-are-just-not-you <div class="node-body blog-body">Despite there being a high ratio of buyers to sellers in this business, practices are not worth as much as advisors expect. Is it, actually, a buyer's market? </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/buyers-are-just-not-you" target="_blank">read more</a></p> http://wealthmanagement.com/blog/buyers-are-just-not-you#comments Blogs Business Planning Industry Advisor Intelligence Thu, 16 Oct 2014 21:13:00 +0000 683031 at http://wealthmanagement.com Financial Advisory Twitter War http://wealthmanagement.com/blog/financial-advisory-twitter-war <div class="node-body blog-body">If you weren't on Twitter today, you missed a showdown between MarketCounsel's Brian Hamburger and industry commentators Michael Kitces and Bill Winterberg.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </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/financial-advisory-twitter-war" target="_blank">read more</a></p> http://wealthmanagement.com/blog/financial-advisory-twitter-war#comments Blogs Industry Advisor Intelligence Thu, 09 Oct 2014 19:37:00 +0000 676211 at http://wealthmanagement.com Financial Advisory Twitter War http://wealthmanagement.com/blog/financial-advisory-twitter-war <div class="node-body blog-body">If you weren't on Twitter today, you missed a showdown between MarketCounsel's Brian Hamburger and industry commentators Michael Kitces and Bill Winterberg.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </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/financial-advisory-twitter-war" target="_blank">read more</a></p> http://wealthmanagement.com/blog/financial-advisory-twitter-war#comments Blogs Industry Advisor Intelligence Thu, 09 Oct 2014 19:37:00 +0000 676211 at http://wealthmanagement.com SEC Commissioner: PIMCO Outflows Aren't Disrupting Markets http://wealthmanagement.com/blog/sec-commissioner-pimco-outflows-arent-disrupting-markets <div class="node-body blog-body">There’s no evidence that the recent turmoil at PIMCO caused any disruption in any of the underlying markets, Securities and Exchange Commission Republican member Michael Piwowar said Thursday.</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/sec-commissioner-pimco-outflows-arent-disrupting-markets" target="_blank">read more</a></p> http://wealthmanagement.com/blog/sec-commissioner-pimco-outflows-arent-disrupting-markets#comments Industry Mutual Funds Advisor Intelligence Thu, 09 Oct 2014 18:07:00 +0000 676081 at http://wealthmanagement.com Thinking About Buying a Practice? Talk to More Than One Seller http://wealthmanagement.com/blog/thinking-about-buying-practice-talk-more-one-seller <div class="node-body blog-body">It’s a seller’s market when it comes to the merger and acquisition activity around advisory practices, so for those looking to buy, better have more than one iron in the fire. </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/thinking-about-buying-practice-talk-more-one-seller" target="_blank">read more</a></p> http://wealthmanagement.com/blog/thinking-about-buying-practice-talk-more-one-seller#comments Blogs IBDs Advisor Intelligence Mon, 29 Sep 2014 19:03:00 +0000 666881 at http://wealthmanagement.com <p>Paul Lally,&nbsp;<span>president of Gladstone Associates, talks to attendees of FSI&#39;s Advisor Summit.</span></p> Women More Exposed to Alternative Investments Than Men http://wealthmanagement.com/blog/women-more-exposed-alternative-investments-men <div class="node-body blog-body">Female high-net-worth investors have more of their portfolio in alternative investments, like hedge funds and commodities, than men. They are also more liable to use financial 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/women-more-exposed-alternative-investments-men" target="_blank">read more</a></p> http://wealthmanagement.com/blog/women-more-exposed-alternative-investments-men#comments Alternative Investments Blogs Advisor Intelligence Fri, 26 Sep 2014 13:00:00 +0000 663971 at http://wealthmanagement.com More People Buying Art as Investment http://wealthmanagement.com/blog/more-people-buying-art-investment <div class="node-body blog-body">Could art finally be earning a seat at the investment table? A new survey indicates it could be.</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/more-people-buying-art-investment" target="_blank">read more</a></p> http://wealthmanagement.com/blog/more-people-buying-art-investment#comments Alternative Investments Blogs Markets Advisor Intelligence Mon, 22 Sep 2014 17:23:00 +0000 660491 at http://wealthmanagement.com <p>Copyright Sean Gallup, Getty Images&nbsp;</p> Hybrid RIA Lures Away $220M Advisor Duo From RBC http://wealthmanagement.com/blog/hybrid-ria-lures-away-220m-advisor-duo-rbc <div class="node-body blog-body">Washington Wealth Management lured away a $220 million team from RBC Wealth Management on Wednesday. The duo will affiliate with the San Diego-based hyrbid RIA as a stand-alone practice based in Salt Lake City, Utah.</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/hybrid-ria-lures-away-220m-advisor-duo-rbc" target="_blank">read more</a></p> http://wealthmanagement.com/blog/hybrid-ria-lures-away-220m-advisor-duo-rbc#comments Blogs People Advisor Intelligence Wed, 17 Sep 2014 13:15:00 +0000 655491 at http://wealthmanagement.com Millennials Don’t Want to Talk to You on Social Media, Study Says http://wealthmanagement.com/blog/millennials-don-t-want-talk-you-social-media-study-says <div class="node-body blog-body">Despite years of hype around social media, a new study finds that millennials don't want financial institutions contacting them on social media. </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/millennials-don-t-want-talk-you-social-media-study-says" target="_blank">read more</a></p> http://wealthmanagement.com/blog/millennials-don-t-want-talk-you-social-media-study-says#comments Blogs Technology Marketing Advisor Intelligence Mon, 15 Sep 2014 16:56:00 +0000 653431 at http://wealthmanagement.com Invest in Your Health to Secure Retirement Wealth http://wealthmanagement.com/blog/invest-your-health-secure-retirement-wealth <div class="node-body blog-body">A new study by Merrill Lynch and Age Wave shows that over half of retirees had to retire earlier than planned because of health problems—one in three because of health problems.</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/invest-your-health-secure-retirement-wealth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/invest-your-health-secure-retirement-wealth#comments Blogs Industry Third-Party Research Advisor Intelligence Mon, 15 Sep 2014 13:22:00 +0000 652141 at http://wealthmanagement.com <p>Copyright Sean Gallup, Getty Images</p> Most Americans Not Interested in Financial Advice http://wealthmanagement.com/blog/most-americans-not-interested-financial-advice <div class="node-body blog-body">A majority of Americans aren’t interested in getting financial advice—about 65 percent, according to a recent TIAA-CREF survey.</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/most-americans-not-interested-financial-advice" target="_blank">read more</a></p> http://wealthmanagement.com/blog/most-americans-not-interested-financial-advice#comments Blogs Third-Party Research Advisor Intelligence Wed, 10 Sep 2014 13:21:00 +0000 649731 at http://wealthmanagement.com Number of Women Advisors on the Rise, Especially at Banks http://wealthmanagement.com/blog/number-women-advisors-rise-especially-banks <div class="node-body blog-body">The number of women in financial services is growing, but banks are leading the way. Women now represent 11.5 percent of all financial advisors, but make up 33.3 percent of advisors working at banks.</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/number-women-advisors-rise-especially-banks" target="_blank">read more</a></p> http://wealthmanagement.com/blog/number-women-advisors-rise-especially-banks#comments Blogs Industry Advisor Intelligence Thu, 21 Aug 2014 16:49:00 +0000 635221 at http://wealthmanagement.com <p>Copyright Hulton Archive, Getty Images.</p> RIAs Gaining Ground, But Wires More Productive http://wealthmanagement.com/blog/rias-gaining-ground-wires-more-productive <div class="node-body blog-body"><p>RIAs may be the fastest growing channel, but despite the recent billion-dollar breakaway teams going independent, wirehouse advisors are still more productive.</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/rias-gaining-ground-wires-more-productive" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rias-gaining-ground-wires-more-productive#comments Blogs RIAs Wirehouse Advisor Intelligence Thu, 21 Aug 2014 13:00:00 +0000 634611 at http://wealthmanagement.com Advisors Risk of Being Replaced by Robots http://wealthmanagement.com/blog/advisors-risk-being-replaced-robots <div class="node-body blog-body"><p>There&rsquo;s a 58 percent chance that financial advisors will be &ldquo;bot-sourced,&rdquo; that their jobs will be replaced by a robot or computer, according to a recent Oxford study.</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/advisors-risk-being-replaced-robots" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-risk-being-replaced-robots#comments Blogs Industry Technology Advisor Intelligence Tue, 12 Aug 2014 20:09:00 +0000 628361 at http://wealthmanagement.com Ron Carson Says Stop Scoffing at Robos and Start Leveraging Tech http://wealthmanagement.com/blog/ron-carson-says-stop-scoffing-robos-and-start-leveraging-tech <div class="node-body blog-body">Advisors who don’t think the so-called “robo-advisors” will become a threat are in for a rude awakening, according to Ron Carson</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/ron-carson-says-stop-scoffing-robos-and-start-leveraging-tech" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ron-carson-says-stop-scoffing-robos-and-start-leveraging-tech#comments Blogs Technology Advisor Intelligence Tue, 12 Aug 2014 16:01:00 +0000 628161 at http://wealthmanagement.com