Advisor Intelligence http://wealthmanagement.com/blog/245981/feed The quick hits of information you need to make you a smarter wealth manager en Robo Advisor Assets Up 37% http://wealthmanagement.com/blog/robo-advisor-assets-37 <div class="node-body blog-body">Robo advisor assets grew 37 percent in the last three months to a total of $15.7 billion, up from $11.5 billion at the end of March, a recent Corporate Insight report found. </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/robo-advisor-assets-37" target="_blank">read more</a></p> http://wealthmanagement.com/blog/robo-advisor-assets-37#comments Blogs Technology Advisor Intelligence Thu, 24 Jul 2014 17:56:00 +0000 612751 at http://wealthmanagement.com Families Avoiding the Tough Conversations http://wealthmanagement.com/blog/families-avoiding-tough-conversations <div class="node-body blog-body">Parents don’t want their children counting on future inheritances, while children don’t want to upset their parents. The result? One in three parents have not had detailed conversations with their adult children about their wills and estate plans.</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/families-avoiding-tough-conversations" target="_blank">read more</a></p> http://wealthmanagement.com/blog/families-avoiding-tough-conversations#comments Blogs Estate Planning Retirement Planning Advisor Intelligence Wed, 09 Jul 2014 19:21:00 +0000 600771 at http://wealthmanagement.com <p>Photo by Warren Little/Getty Images.</p> HNW Investors Find It Harder to Unplug http://wealthmanagement.com/blog/hnw-investors-find-it-harder-unplug <div class="node-body blog-body"><p>Ever think about leaving the smartphone, tablet and laptop at home while on vacation? Apparently, the richer a person is, the harder that is to do.</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/hnw-investors-find-it-harder-unplug" target="_blank">read more</a></p> http://wealthmanagement.com/blog/hnw-investors-find-it-harder-unplug#comments Blogs Advisor Intelligence Mon, 23 Jun 2014 14:58:00 +0000 590091 at http://wealthmanagement.com <p>Photo by Joe Raedle/Getty Images</p> RIAs Worry Over Aging Clients & Robo Advice http://wealthmanagement.com/blog/rias-worry-over-aging-clients-robo-advice <div class="node-body blog-body">Independent advisors are facing a myriad of challenges to their business, including emerging competition from “robo advisors” and an aging client population.</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-worry-over-aging-clients-robo-advice" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rias-worry-over-aging-clients-robo-advice#comments Blogs Advisor Intelligence Fri, 20 Jun 2014 19:17:00 +0000 588721 at http://wealthmanagement.com Coming Home: Exec Returns to Merrill to Run Affluent Strategy http://wealthmanagement.com/blog/coming-home-exec-returns-merrill-run-affluent-strategy <div class="node-body blog-body">Bank of America Merrill Lynch lured former BlackRock executive Mike Bitterly out of retirement to head up the firm’s affluent segment and strategy</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/coming-home-exec-returns-merrill-run-affluent-strategy" target="_blank">read more</a></p> http://wealthmanagement.com/blog/coming-home-exec-returns-merrill-run-affluent-strategy#comments Blogs People Advisor Intelligence Wed, 18 Jun 2014 16:24:00 +0000 586271 at http://wealthmanagement.com <p><span class="metaContent" id="artistText">Photo by Mario Tama/Getty Images</span>.</p> Are You on Facebook? What If You Met Sean Parker’s Mother-in-Law? http://wealthmanagement.com/blog/are-you-facebook-what-if-you-met-sean-parker-s-mother-law <div class="node-body blog-body">Tina Powell of Beacon Wealth Management recently ran into the mother-in-law of Sean Parker, Facebook’s co-founder. Good thing she’s on the social network. </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/are-you-facebook-what-if-you-met-sean-parker-s-mother-law" target="_blank">read more</a></p> http://wealthmanagement.com/blog/are-you-facebook-what-if-you-met-sean-parker-s-mother-law#comments Blogs Careers Marketing Advisor Intelligence Thu, 12 Jun 2014 01:42:00 +0000 581501 at http://wealthmanagement.com Saving Comes Second for Many Millennials http://wealthmanagement.com/blog/saving-comes-second-many-millennials <div class="node-body blog-body">With the bills piling up, almost half of millennials say they don’t have the funds to save for retirement right now. And over half believe they can’t afford a financial advisor to help them along the way.</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/saving-comes-second-many-millennials" target="_blank">read more</a></p> http://wealthmanagement.com/blog/saving-comes-second-many-millennials#comments Blogs Advisor Intelligence Tue, 10 Jun 2014 15:03:00 +0000 580231 at http://wealthmanagement.com Old School Client Paperwork a Problem http://wealthmanagement.com/blog/old-school-client-paperwork-problem <div class="node-body blog-body"><p>Only three out of ten advisors believe their client onboarding is excellent. And with many firms still working with piles of paperwork that clients need to sign, it's no wonder.</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/old-school-client-paperwork-problem" target="_blank">read more</a></p> http://wealthmanagement.com/blog/old-school-client-paperwork-problem#comments Blogs Pershing INSITE2014 Advisor Intelligence Fri, 06 Jun 2014 14:51:00 +0000 578241 at http://wealthmanagement.com Change Starts at Home: Tibergien Challenges Advisors to Leave Legacy http://wealthmanagement.com/blog/change-starts-home-tibergien-challenges-advisors-leave-legacy <div class="node-body blog-body">The crisis of confidence among investors and the lack of financial literacy in the U.S. today are linked. But instead of relying on large organizations or regulators to fix these problems, advisors can create change. </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/change-starts-home-tibergien-challenges-advisors-leave-legacy" target="_blank">read more</a></p> http://wealthmanagement.com/blog/change-starts-home-tibergien-challenges-advisors-leave-legacy#comments Blogs Pershing INSITE2014 Advisor Intelligence Thu, 05 Jun 2014 21:26:00 +0000 577591 at http://wealthmanagement.com Time to Nix the ‘Alternative’ Label? http://wealthmanagement.com/blog/time-nix-alternative-label <div class="node-body blog-body">Are liquid alternative products really all that revolutionary to investors today? When do these products become too mainstream for that label? </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/time-nix-alternative-label" target="_blank">read more</a></p> http://wealthmanagement.com/blog/time-nix-alternative-label#comments Blogs Pershing INSITE2014 Advisor Intelligence Thu, 05 Jun 2014 16:52:00 +0000 577271 at http://wealthmanagement.com