Advisor Intelligence http://wealthmanagement.com/blog/245981/feed The quick hits of information you need to make you a smarter wealth manager en LearnVest, Betterment Announce New Funding http://wealthmanagement.com/blog/learnvest-betterment-announce-new-funding <div class="node-body blog-body">Online advice platforms Betterment and LearnVest raised $32 million and $28 million in new funding, respectively. The rise of the robo-advisor continues. </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/learnvest-betterment-announce-new-funding" target="_blank">read more</a></p> http://wealthmanagement.com/blog/learnvest-betterment-announce-new-funding#comments Blogs Technology Advisor Intelligence Tue, 15 Apr 2014 18:57:00 +0000 537411 at http://wealthmanagement.com TIAA-CREF To Acquire Nuveen for $6.25B http://wealthmanagement.com/blog/tiaa-cref-acquire-nuveen-625b <div class="node-body blog-body">TIAA-CREF purchased Nuveen Investments from Madison Dearborn Partners on Monday for $6.25 billion, including outstanding debt.</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/tiaa-cref-acquire-nuveen-625b" target="_blank">read more</a></p> http://wealthmanagement.com/blog/tiaa-cref-acquire-nuveen-625b#comments Blogs Industry Mutual Funds Advisor Intelligence Mon, 14 Apr 2014 13:47:00 +0000 536181 at http://wealthmanagement.com Planning, Niches Some Common Denominators Among Sucessful FAs http://wealthmanagement.com/blog/planning-niches-some-common-denominators-among-sucessful-fas <div class="node-body blog-body"><p>What differentiates top advisors? According to a recent Fidelity Advisor Insights study, planning and concentrating on specific client segments has a lot to do with it.</p> <p>High performing advisors&mdash;which Fidelity identified as those with AUM that was 75 percent higher than average advisors and double the average advisor&rsquo;s compensation&mdash;earn an average of $422,000, compared to the $212,000 average advisors earn. Moreover, these successful advisors manage an average of $100 million in client assets, versus the $57 million AUM by other advisors.</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/planning-niches-some-common-denominators-among-sucessful-fas" target="_blank">read more</a></p> http://wealthmanagement.com/blog/planning-niches-some-common-denominators-among-sucessful-fas#comments Blogs Business Planning Advisor Intelligence Fri, 11 Apr 2014 13:55:00 +0000 536561 at http://wealthmanagement.com Market Upswing Hides Underlying Business Faults http://wealthmanagement.com/blog/market-upswing-hides-underlying-business-faults <div class="node-body blog-body">Markets buoyed business for financial advisors last year, but the rally masked underlying issues such as declining client retention, lower fees and an aging client base. </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/market-upswing-hides-underlying-business-faults" target="_blank">read more</a></p> http://wealthmanagement.com/blog/market-upswing-hides-underlying-business-faults#comments Blogs Industry Advisor Intelligence Mon, 07 Apr 2014 13:43:00 +0000 530971 at http://wealthmanagement.com XY Planning Network Opens For Young Advisors http://wealthmanagement.com/blog/xy-planning-network-opens-young-advisors <div class="node-body blog-body">Young financial planners have a new network dedicated to helping them connect with NexGen 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/xy-planning-network-opens-young-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/blog/xy-planning-network-opens-young-advisors#comments Blogs RIAs Advisor Intelligence Fri, 04 Apr 2014 13:30:00 +0000 530221 at http://wealthmanagement.com Focus Partners with $600M Louisiana RIA http://wealthmanagement.com/blog/focus-partners-600m-louisiana-ria <div class="node-body blog-body">Lafayette, La.-based Summit Financial partnered with Focus Financial on Wednesday, making the $600 million firm the ninth transaction for Focus this year.</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/focus-partners-600m-louisiana-ria" target="_blank">read more</a></p> http://wealthmanagement.com/blog/focus-partners-600m-louisiana-ria#comments Blogs Careers RIAs Advisor Intelligence Wed, 02 Apr 2014 15:20:00 +0000 528301 at http://wealthmanagement.com Retirement Plans See Progress as Investors Increase Contributions http://wealthmanagement.com/blog/retirement-plans-see-progress-investors-increase-contributions <div class="node-body blog-body">More and more retirement plan sponsors are making simpler for investors to participate, with many more adding automatic enrollment features and automatic contribution increases.</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/retirement-plans-see-progress-investors-increase-contributions" target="_blank">read more</a></p> http://wealthmanagement.com/blog/retirement-plans-see-progress-investors-increase-contributions#comments Blogs Retirement Planning Advisor Intelligence Wed, 02 Apr 2014 13:00:00 +0000 527681 at http://wealthmanagement.com IBD Advisors Oldest in Industry http://wealthmanagement.com/blog/ibd-advisors-oldest-industry <div class="node-body blog-body">While many think of wirehouse advisors as old and stodgy, the IBD channel actually employs the oldest guys in the business. </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/ibd-advisors-oldest-industry" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ibd-advisors-oldest-industry#comments Blogs IBDs Advisor Intelligence Tue, 01 Apr 2014 18:43:00 +0000 527501 at http://wealthmanagement.com Advisors Make More Than Their Parents http://wealthmanagement.com/blog/advisors-make-more-their-parents <div class="node-body blog-body">Financial advisors tend to be better off than their parents, making about 8 percent more than them in adulthood, according to a recent analysis by NPR. </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-make-more-their-parents" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-make-more-their-parents#comments Blogs Industry Advisor Intelligence Mon, 31 Mar 2014 20:38:00 +0000 526681 at http://wealthmanagement.com Lebenthal Snags $1.2B Team From Morgan Stanley http://wealthmanagement.com/blog/lebenthal-snags-12b-team-morgan-stanley <div class="node-body blog-body"> Lebenthal Wealth Advisors brought onboard a $1.2 billion advisor team w from Morgan Stanley on Tuesday.</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/lebenthal-snags-12b-team-morgan-stanley" target="_blank">read more</a></p> http://wealthmanagement.com/blog/lebenthal-snags-12b-team-morgan-stanley#comments Blogs People Advisor Intelligence Tue, 25 Mar 2014 18:04:00 +0000 522021 at http://wealthmanagement.com