Indie Advisor https://www.wealthmanagement.com/blog/245771/feed Indie Advisors Practices and Business en RIAs Focusing on Organic Growth https://www.wealthmanagement.com/blog/rias-focusing-organic-growth <div class="node-body blog-body">RIAs are concentrating on building enduring, robust businesses through referrals, rather than mergers, according to a new study. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="https://www.wealthmanagement.com/blog/rias-focusing-organic-growth" target="_blank">read more</a></p> https://www.wealthmanagement.com/blog/rias-focusing-organic-growth#comments Blogs RIAs Indie Advisor Thu, 10 Jul 2014 13:34:00 +0000 601491 at https://www.wealthmanagement.com <p>Photo by Peter Macdiarmid/Getty Images.</p> First Allied Lures New President from Advisor Group https://www.wealthmanagement.com/blog/first-allied-lures-new-president-advisor-group <div class="node-body blog-body">Independent broker/dealer First Allied Securities has hired Kevin Keefe, former head of Advisor Group's wealth management operations, to serve as its new president. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="https://www.wealthmanagement.com/blog/first-allied-lures-new-president-advisor-group" target="_blank">read more</a></p> https://www.wealthmanagement.com/blog/first-allied-lures-new-president-advisor-group#comments Blogs IBDs People Indie Advisor Thu, 08 May 2014 14:27:00 +0000 555461 at https://www.wealthmanagement.com Getting the Most for Your Firm https://www.wealthmanagement.com/blog/getting-most-your-firm <div class="node-body blog-body">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. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="https://www.wealthmanagement.com/blog/getting-most-your-firm" target="_blank">read more</a></p> https://www.wealthmanagement.com/blog/getting-most-your-firm#comments Blogs Business Planning RIAs Practice Management Indie Advisor Thu, 01 May 2014 17:47:00 +0000 549881 at https://www.wealthmanagement.com LPL Eyeing B/D Acquisitions https://www.wealthmanagement.com/blog/lpl-eyeing-bd-acquisitions <div class="node-body blog-body">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 help the firm enter new markets. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="https://www.wealthmanagement.com/blog/lpl-eyeing-bd-acquisitions" target="_blank">read more</a></p> https://www.wealthmanagement.com/blog/lpl-eyeing-bd-acquisitions#comments Blogs IBDs LPL Financial Indie Advisor Wed, 23 Apr 2014 22:17:00 +0000 543051 at https://www.wealthmanagement.com XY Planning Network Explores Partnership with Betterment https://www.wealthmanagement.com/blog/xy-planning-network-explores-partnership-betterment <div class="node-body blog-body">Many advisors fear that online investment platforms will take their jobs. Instead, one group of advisors is learning to use the technology to their advantage.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="https://www.wealthmanagement.com/blog/xy-planning-network-explores-partnership-betterment" target="_blank">read more</a></p> https://www.wealthmanagement.com/blog/xy-planning-network-explores-partnership-betterment#comments Blogs Technology Asset Management Indie Advisor Fri, 18 Apr 2014 20:14:00 +0000 540091 at https://www.wealthmanagement.com Advisor Moves Trigger Big Growth For Indie Channels https://www.wealthmanagement.com/blog/advisor-moves-trigger-big-growth-indie-channels <div class="node-body blog-body">Breakaway advisors are expected to increase the independent channels’ market share by 38 percent through 2016, according to Cerulli Associates.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="https://www.wealthmanagement.com/blog/advisor-moves-trigger-big-growth-indie-channels" target="_blank">read more</a></p> https://www.wealthmanagement.com/blog/advisor-moves-trigger-big-growth-indie-channels#comments Blogs RIAs Indie Advisor Mon, 14 Apr 2014 13:56:00 +0000 536321 at https://www.wealthmanagement.com HighTower Chief: Robo-Advisors Will Weed Out the Posers https://www.wealthmanagement.com/blog/hightower-chief-robo-advisors-will-weed-out-posers <div class="node-body blog-body">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 weed out “mediocre advisors.” Watch your back. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="https://www.wealthmanagement.com/blog/hightower-chief-robo-advisors-will-weed-out-posers" target="_blank">read more</a></p> https://www.wealthmanagement.com/blog/hightower-chief-robo-advisors-will-weed-out-posers#comments Blogs Technology Indie Advisor Tue, 25 Mar 2014 20:20:00 +0000 522211 at https://www.wealthmanagement.com Banks See Wealth Management New Cash Cow https://www.wealthmanagement.com/blog/banks-see-wealth-management-new-cash-cow <div class="node-body blog-body">Expect banks to become bigger players in the wealth management space. Over half of bank executives expect to grow their revenue from wealth management practices by 25 percent in the next five years.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="https://www.wealthmanagement.com/blog/banks-see-wealth-management-new-cash-cow" target="_blank">read more</a></p> https://www.wealthmanagement.com/blog/banks-see-wealth-management-new-cash-cow#comments Blogs RIAs Indie Advisor Wed, 05 Mar 2014 22:28:00 +0000 508851 at https://www.wealthmanagement.com Are You Worth More Than 1%? https://www.wealthmanagement.com/blog/are-you-worth-more-1 <div class="node-body blog-body">RIAs are loathe to increase their fees, believing it alienates clients. But a recent analysis by Russell Investments shows advisors are worth as high as 4.33 percent.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="https://www.wealthmanagement.com/blog/are-you-worth-more-1" target="_blank">read more</a></p> https://www.wealthmanagement.com/blog/are-you-worth-more-1#comments Blogs Business Planning RIAs Indie Advisor Wed, 26 Feb 2014 21:37:00 +0000 503191 at https://www.wealthmanagement.com RIA Advocate to Resign as Head of IAA https://www.wealthmanagement.com/blog/ria-advocate-resign-head-iaa <div class="node-body blog-body">Long-time RIA advocate David Tittsworth will resign from his post as executive director of the Investment Adviser Association in early 2015. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="https://www.wealthmanagement.com/blog/ria-advocate-resign-head-iaa" target="_blank">read more</a></p> https://www.wealthmanagement.com/blog/ria-advocate-resign-head-iaa#comments Blogs People RIAs Indie Advisor Tue, 04 Feb 2014 19:07:00 +0000 486641 at https://www.wealthmanagement.com