Most Recent Blog Posts

Apr 01, 2015

Garrett Planning Network Acquired by Insurer: April Fools

In an April Fool’s Day joke, Garrett Planning Network announced it was being acquired by a bogus life insurance company for more than the rumored....More
Mar 19, 2015

Advisors Able to Work Through Brutal Winter, Thanks to the Cloud

The record breaking snowfall this year would have crippled wealth management firms 10 years ago, but new technology helps advisors maintain business....More
Feb 25, 2015

Secrets to Managing Multiple Offices

Employee travel and open communications are key drivers to sustaining a business with multiple offices long-term....More
Feb 05, 2015

New House Bill Could Ease Tax Burdens for Indie Advisors

The House reintroduced a bill this week that would allow small business owners to deduct up to $500,000 in office equipment, which could provide some....More
Jan 05, 2015

RCAP Stresses Health of Wholesale B/D Business

Following a tough third quarter, RCAP's wholesale broker/dealer business raised $270 million in December and $9.7 billion for 2014....More
Oct 03, 2014

RIAs “Passing” on Diversity

Most RIAs either have no knowledge about their firms' diversity programs or say that their programs are satisfactory, according to a recent survey by....More
Sep 09, 2014

Why the Existing Fiduciary Rule Won’t Work for Brokerages

As part of Fiduciary September festivities, RBC Wealth Management’s John Taft challenged fiduciary standard advocates, and explained why the current....More
Sep 03, 2014

Post-Vacation, Don’t Go for the Email Inbox

You’ve just come back from vacation. But before you answer emails, consider, how can you make the most difference in your practice?....More
Jul 10, 2014

RIAs Focusing on Organic Growth

RIAs are concentrating on building enduring, robust businesses through referrals, rather than mergers, according to a new study....More
May 08, 2014

First Allied Lures New President from Advisor Group

Independent broker/dealer First Allied Securities has hired Kevin Keefe, former head of Advisor Group's wealth management operations, to serve as its....More
May 01, 2014

Getting the Most for Your Firm

There are five key drivers of firm valuation, says Echelon Partners’ Dan Seivert. Here’s what advisors should shoot for to get the highest valuation....More
Apr 23, 2014

LPL Eyeing B/D Acquisitions

LPL Financial CEO Mark Casady says the firm is eyeing broker/dealer acquisitions, a shift from the firm's recent strategy of buying "adjacencies" to....More
Apr 18, 2014

XY Planning Network Explores Partnership with Betterment

Many advisors fear that online investment platforms will take their jobs. Instead, one group of advisors is learning to use the technology to their....More
Apr 14, 2014

Advisor Moves Trigger Big Growth For Indie Channels

Breakaway advisors are expected to increase the independent channels’ market share by 38 percent through 2016, according to Cerulli Associates....More
Mar 25, 2014

HighTower Chief: Robo-Advisors Will Weed Out the Posers

In a piece on LinkedIn on the state of financial services, HighTower CEO Elliot Weissbluth says the robo-advisor trend will disrupt the industry and....More
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