Indie Advisor http://wealthmanagement.com/blog/245771/feed en Secrets to Managing Multiple Offices http://wealthmanagement.com/blog/secrets-managing-multiple-offices <div class="node-body blog-body">Employee travel and open communications are key drivers to sustaining a business with multiple offices long-term.</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="http://wealthmanagement.com/blog/secrets-managing-multiple-offices" target="_blank">read more</a></p> http://wealthmanagement.com/blog/secrets-managing-multiple-offices#comments RIAs Blogs Business Planning Indie Advisor Wed, 25 Feb 2015 16:41:00 +0000 793061 at http://wealthmanagement.com <p><em>Robert Churchill/iStock/Thinkstock</em></p> New House Bill Could Ease Tax Burdens for Indie Advisors http://wealthmanagement.com/blog/new-house-bill-could-ease-tax-burdens-indie-advisors <div class="node-body blog-body">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 relief for advisors going out on their own. </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="http://wealthmanagement.com/blog/new-house-bill-could-ease-tax-burdens-indie-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/blog/new-house-bill-could-ease-tax-burdens-indie-advisors#comments IBDs Legal Blogs Indie Advisor Thu, 05 Feb 2015 17:00:00 +0000 773341 at http://wealthmanagement.com RCAP Stresses Health of Wholesale B/D Business http://wealthmanagement.com/blog/rcap-stresses-health-wholesale-bd-business <div class="node-body blog-body">Following a tough third quarter, RCAP's wholesale broker/dealer business raised $270 million in December and $9.7 billion for 2014. </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="http://wealthmanagement.com/blog/rcap-stresses-health-wholesale-bd-business" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rcap-stresses-health-wholesale-bd-business#comments IBDs Blogs RCS Capital Corp Indie Advisor Mon, 05 Jan 2015 19:27:00 +0000 744441 at http://wealthmanagement.com <p><span>RCS Capital CEO Michael Weil</span></p> RIAs “Passing” on Diversity http://wealthmanagement.com/blog/rias-passing-diversity <div class="node-body blog-body">Most RIAs either have no knowledge about their firms' diversity programs or say that their programs are satisfactory, according to a recent survey by Schwab Advisor Services. </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="http://wealthmanagement.com/blog/rias-passing-diversity" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rias-passing-diversity#comments RIAs Blogs IMPACT 2014 Indie Advisor Fri, 03 Oct 2014 13:00:00 +0000 670441 at http://wealthmanagement.com Why the Existing Fiduciary Rule Won’t Work for Brokerages http://wealthmanagement.com/blog/why-existing-fiduciary-rule-won-t-work-brokerages <div class="node-body blog-body">As part of Fiduciary September festivities, RBC Wealth Management’s John Taft challenged fiduciary standard advocates, and explained why the current standard won’t fly in the brokerage world. </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="http://wealthmanagement.com/blog/why-existing-fiduciary-rule-won-t-work-brokerages" target="_blank">read more</a></p> http://wealthmanagement.com/blog/why-existing-fiduciary-rule-won-t-work-brokerages#comments Fiduciary Professions Blogs Regulation & Compliance Indie Advisor Tue, 09 Sep 2014 15:45:00 +0000 648731 at http://wealthmanagement.com Post-Vacation, Don’t Go for the Email Inbox http://wealthmanagement.com/blog/post-vacation-don-t-go-email-inbox <div class="node-body blog-body">You’ve just come back from vacation. But before you answer emails, consider, how can you make the most difference in your practice? </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="http://wealthmanagement.com/blog/post-vacation-don-t-go-email-inbox" target="_blank">read more</a></p> http://wealthmanagement.com/blog/post-vacation-don-t-go-email-inbox#comments Blogs Business Planning Indie Advisor Wed, 03 Sep 2014 19:38:00 +0000 644471 at http://wealthmanagement.com RIAs Focusing on Organic Growth http://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="http://wealthmanagement.com/blog/rias-focusing-organic-growth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rias-focusing-organic-growth#comments RIAs Blogs Indie Advisor Thu, 10 Jul 2014 13:34:00 +0000 601491 at http://wealthmanagement.com <p>Photo by Peter Macdiarmid/Getty Images.</p> First Allied Lures New President from Advisor Group http://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="http://wealthmanagement.com/blog/first-allied-lures-new-president-advisor-group" target="_blank">read more</a></p> http://wealthmanagement.com/blog/first-allied-lures-new-president-advisor-group#comments IBDs People Blogs Indie Advisor Thu, 08 May 2014 14:27:00 +0000 555461 at http://wealthmanagement.com Getting the Most for Your Firm http://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="http://wealthmanagement.com/blog/getting-most-your-firm" target="_blank">read more</a></p> http://wealthmanagement.com/blog/getting-most-your-firm#comments RIAs Blogs Business Planning Practice Management Indie Advisor Thu, 01 May 2014 17:47:00 +0000 549881 at http://wealthmanagement.com LPL Eyeing B/D Acquisitions http://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="http://wealthmanagement.com/blog/lpl-eyeing-bd-acquisitions" target="_blank">read more</a></p> http://wealthmanagement.com/blog/lpl-eyeing-bd-acquisitions#comments IBDs Blogs LPL Financial Indie Advisor Wed, 23 Apr 2014 22:17:00 +0000 543051 at http://wealthmanagement.com XY Planning Network Explores Partnership with Betterment http://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="http://wealthmanagement.com/blog/xy-planning-network-explores-partnership-betterment" target="_blank">read more</a></p> http://wealthmanagement.com/blog/xy-planning-network-explores-partnership-betterment#comments Technology Blogs Asset Management Indie Advisor Fri, 18 Apr 2014 20:14:00 +0000 540091 at http://wealthmanagement.com Advisor Moves Trigger Big Growth For Indie Channels http://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="http://wealthmanagement.com/blog/advisor-moves-trigger-big-growth-indie-channels" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisor-moves-trigger-big-growth-indie-channels#comments RIAs Blogs Indie Advisor Mon, 14 Apr 2014 13:56:00 +0000 536321 at http://wealthmanagement.com HighTower Chief: Robo-Advisors Will Weed Out the Posers http://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="http://wealthmanagement.com/blog/hightower-chief-robo-advisors-will-weed-out-posers" target="_blank">read more</a></p> http://wealthmanagement.com/blog/hightower-chief-robo-advisors-will-weed-out-posers#comments Technology Blogs Indie Advisor Tue, 25 Mar 2014 20:20:00 +0000 522211 at http://wealthmanagement.com Banks See Wealth Management New Cash Cow http://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="http://wealthmanagement.com/blog/banks-see-wealth-management-new-cash-cow" target="_blank">read more</a></p> http://wealthmanagement.com/blog/banks-see-wealth-management-new-cash-cow#comments RIAs Blogs Indie Advisor Wed, 05 Mar 2014 22:28:00 +0000 508851 at http://wealthmanagement.com Are You Worth More Than 1%? http://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="http://wealthmanagement.com/blog/are-you-worth-more-1" target="_blank">read more</a></p> http://wealthmanagement.com/blog/are-you-worth-more-1#comments RIAs Blogs Business Planning Indie Advisor Wed, 26 Feb 2014 21:37:00 +0000 503191 at http://wealthmanagement.com