Most Recent Blog Posts

Jan 25, 2016

First Non-Transparent Active ETF to Launch in February

The first NextShares fund will start trading on NASDAQ in February....More
Jan 22, 2016

Fund Manager Sites Fail Users, Mobile Even Worse

A new report says asset managers' websites fail to meet user standards around interactivity, content and experience. One large firm is the exception....More
Jan 13, 2016

RIAs Making Gains in Adding New Clients From Other RIAs1

About 63 percent of advisors added clients in the second half of 2015, with the number coming from other RIAs up six percentage points....More
Dec 17, 2015

Raymond James Hosts Deutsche Advisors

Last week Raymond James hosted 170 of the approximately 200 financial advisors the firm is looking to bring onboard as part of its recent acquisition....More
Dec 17, 2015

Star Wars A Winner With Advisors Over Star Trek

Advisors claiming to be "Star Wars" fans outnumber those who prefer "Star Trek" 3 to 1, according to a WealthManagement.com survey....More
Dec 17, 2015

Advisors Say They Want to Retire, But Actions Say Otherwise1

Over a third of RIA owners are planning to retire in the next 10 years, but many aren’t ready for the reality....More
Dec 09, 2015

Investors Want a Robo With a Human Touch

Digital advice firms looking to improve customer satisfaction should add more human interaction, according to new Cerulli research....More
Dec 07, 2015

Client Meetings Continue to Dominate in 10 Years, Advisors Say

Advisors shared their expectations and predictions for the industry in 2025....More
Dec 04, 2015

For Some Millennials, Paycheck Trumps Work/Life Balance

Despite talk about millennials seeking a solid work/life balance, compensation is actually the biggest driver of talent retention, according to a....More
Dec 04, 2015

Industry Execs Struggle to Compete with Low-Cost Competitors

New digital competitors and a changing client base are putting competitive pressures on wealth and asset managers....More
Nov 23, 2015

Advisor Headcount Rises But Not for Long

Advisor headcount grew for the first time in nine years, Cerulli says. But the growth will only last for the next three years, before the numbers....More
Nov 17, 2015

$2.9 Billion Team Leaves Merrill For Raymond James

Raymond James said The Mahoney Group is one of the largest teams to every join....More
Nov 13, 2015

Orion, WeathSite Launch New Asset Management and Reporting Tool

By combining Orion's portfolio accounting with WealthSite's private asset management and reporting, Private Asset Platform gives a holistic view of....More
Nov 11, 2015

Lack of Succession Plan Hurts RIAs Long-Term

According to the aRIA, advisors aren't thinking enough about their firms being long term businesses....More
Nov 10, 2015

New FinTech Debuts at IMPACT 2015

As thousands of advisors gather in Boston for the annual Schwab IMPACT conference, several technology companies reveal new features....More
Contributors

Diana Britton

Diana Britton is the Managing Editor of WealthManagement.com and REP. Magazine, covering asset management and independent broker/dealers from all angles. A native of Los Angeles, she now lives in...

Megan Leonhardt

Megan Leonhardt is senior editor for WealthManagement.com and REP. magazine, reporting on national brokerage firms and the independent advisor landscape, as well as regulatory...
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