Intelligent Advisor The quick hits of information you need to make you a smarter wealth manager en Study: Avoid Technology, Miss AUM Growth <div class="node-body blog-body">A new RIA in a Box study found that avoiding technology could make it harder for an advisory firm to grow AUM. </div> <p><a href="" target="_blank">read more</a></p> Technology Intelligent Advisor Thu, 13 Oct 2016 20:30:00 +0000 1368521 at Client-Focused FAs More Profitable Than Investment Managers <div class="node-body blog-body">Advisors who spend more of their time on asset gathering and retention activities tend to have higher AUM growth rates and revenue growth than those focused on investment management, according to a new study conducted by FP Transitions and published by SEI. </div> <p><a href="" target="_blank">read more</a></p> Industry RIAs Blogs Intelligent Advisor Mon, 10 Oct 2016 20:29:00 +0000 1362641 at LPL Turns To HiddenLevers' Technology For DOL Compliance <div class="node-body blog-body">Nearly 15,000 LPL advisors can use HiddenLevers' stress testing and fee attribution analysis to demonstrate their fiduciary compliance. </div> <p><a href="" target="_blank">read more</a></p> Technology Intelligent Advisor Fri, 09 Sep 2016 17:41:00 +0000 1314631 at IRA Rollover Assets 'At Risk' of Violating Fiduciary Standard <div class="node-body blog-body">Will the DOL rule keep retirement assets from rolling over? </div> <p><a href="" target="_blank">read more</a></p> DOL & Retirement Planning Intelligent Advisor Thu, 08 Sep 2016 20:25:00 +0000 1313051 at The Gulf Between Young Investors’ Priorities and Advisors’ <div class="node-body blog-body">Advisors and Generation X and millennial investors have differing ideas about their needs and priorities.</div> <p><a href="" target="_blank">read more</a></p> Industry RIAs Client Relations Intelligent Advisor Tue, 30 Aug 2016 18:13:00 +0000 1301271 at <p>Michael Blann/DigitalVision/Thinkstock</p> Schwab's New Low-Cost Target Date Mutual Fund Built On ETFs <div class="node-body blog-body">Schwab claims they are the lowest-cost target date mutual funds on the market. </div> <p><a href="" target="_blank">read more</a></p> ETFs Mutual Funds Intelligent Advisor Fri, 26 Aug 2016 16:29:00 +0000 1297941 at Nuveen Launches Online Alternative Investment Service <div class="node-body blog-body">Nuveen sees alternatives playing an increasingly important role in building portfolios for high net worth investors.</div> <p><a href="" target="_blank">read more</a></p> Technology Alternative Investments Intelligent Advisor Tue, 09 Aug 2016 20:38:00 +0000 1270201 at Compliance Is Not Keeping Pace With Advisors' Digital Demands <div class="node-body blog-body">Firms' processes for digital archiving aren't keeping up with modern communication like text messaging and social media. </div> <p><a href="" target="_blank">read more</a></p> Technology Intelligent Advisor Fri, 15 Jul 2016 16:05:00 +0000 1238441 at Legg Mason Buys Into Online Advice <div class="node-body blog-body">The Baltimore firm is the latest asset manager to get into the online advice game with its majority investment in online financial advice firm Financial Guard. </div> <p><a href="" target="_blank">read more</a></p> Technology Intelligent Advisor Fri, 08 Jul 2016 18:01:00 +0000 1231681 at CFP Board: To Work, Diversity Initiatives Need Buy-in From the Top <div class="node-body blog-body">We won't see more women or more diverse advisors until the C-suite level executives fully embrace these initiatives, set goals and make it a priority, says the CFP Board. </div> <p><a href="" target="_blank">read more</a></p> Industry Blogs Intelligent Advisor Tue, 21 Jun 2016 18:09:00 +0000 1215051 at