Advisor Intelligence http://wealthmanagement.com/blog/245981/feed The quick hits of information you need to make you a smarter wealth manager en Half of RIAs Looking to Make a Deal http://wealthmanagement.com/blog/half-rias-looking-make-deal <div class="node-body blog-body">About half of RIAs are looking to make at least one acquisition this year, with succession planning and scalability acting as the biggest drivers.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/half-rias-looking-make-deal" target="_blank">read more</a></p> http://wealthmanagement.com/blog/half-rias-looking-make-deal#comments Blogs RIAs Third-Party Research Advisor Intelligence Fri, 31 Oct 2014 12:54:00 +0000 695061 at http://wealthmanagement.com Buyers Are Just Not That Into You http://wealthmanagement.com/blog/buyers-are-just-not-you <div class="node-body blog-body">Despite there being a high ratio of buyers to sellers in this business, practices are not worth as much as advisors expect. Is it, actually, a buyer's market? </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/buyers-are-just-not-you" target="_blank">read more</a></p> http://wealthmanagement.com/blog/buyers-are-just-not-you#comments Blogs Business Planning Industry Advisor Intelligence Thu, 16 Oct 2014 21:13:00 +0000 683031 at http://wealthmanagement.com Financial Advisory Twitter War http://wealthmanagement.com/blog/financial-advisory-twitter-war <div class="node-body blog-body">If you weren't on Twitter today, you missed a showdown between MarketCounsel's Brian Hamburger and industry commentators Michael Kitces and Bill Winterberg.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/financial-advisory-twitter-war" target="_blank">read more</a></p> http://wealthmanagement.com/blog/financial-advisory-twitter-war#comments Blogs Industry Advisor Intelligence Thu, 09 Oct 2014 19:37:00 +0000 676211 at http://wealthmanagement.com Financial Advisory Twitter War http://wealthmanagement.com/blog/financial-advisory-twitter-war <div class="node-body blog-body">If you weren't on Twitter today, you missed a showdown between MarketCounsel's Brian Hamburger and industry commentators Michael Kitces and Bill Winterberg.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/financial-advisory-twitter-war" target="_blank">read more</a></p> http://wealthmanagement.com/blog/financial-advisory-twitter-war#comments Blogs Industry Advisor Intelligence Thu, 09 Oct 2014 19:37:00 +0000 676211 at http://wealthmanagement.com SEC Commissioner: PIMCO Outflows Aren't Disrupting Markets http://wealthmanagement.com/blog/sec-commissioner-pimco-outflows-arent-disrupting-markets <div class="node-body blog-body">There’s no evidence that the recent turmoil at PIMCO caused any disruption in any of the underlying markets, Securities and Exchange Commission Republican member Michael Piwowar said Thursday.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/sec-commissioner-pimco-outflows-arent-disrupting-markets" target="_blank">read more</a></p> http://wealthmanagement.com/blog/sec-commissioner-pimco-outflows-arent-disrupting-markets#comments Industry Mutual Funds Advisor Intelligence Thu, 09 Oct 2014 18:07:00 +0000 676081 at http://wealthmanagement.com Thinking About Buying a Practice? Talk to More Than One Seller http://wealthmanagement.com/blog/thinking-about-buying-practice-talk-more-one-seller <div class="node-body blog-body">It’s a seller’s market when it comes to the merger and acquisition activity around advisory practices, so for those looking to buy, better have more than one iron in the fire. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/thinking-about-buying-practice-talk-more-one-seller" target="_blank">read more</a></p> http://wealthmanagement.com/blog/thinking-about-buying-practice-talk-more-one-seller#comments Blogs IBDs Advisor Intelligence Mon, 29 Sep 2014 19:03:00 +0000 666881 at http://wealthmanagement.com <p>Paul Lally,&nbsp;<span>president of Gladstone Associates, talks to attendees of FSI&#39;s Advisor Summit.</span></p> Women More Exposed to Alternative Investments Than Men http://wealthmanagement.com/blog/women-more-exposed-alternative-investments-men <div class="node-body blog-body">Female high-net-worth investors have more of their portfolio in alternative investments, like hedge funds and commodities, than men. They are also more liable to use financial advisors. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/women-more-exposed-alternative-investments-men" target="_blank">read more</a></p> http://wealthmanagement.com/blog/women-more-exposed-alternative-investments-men#comments Alternative Investments Blogs Advisor Intelligence Fri, 26 Sep 2014 13:00:00 +0000 663971 at http://wealthmanagement.com More People Buying Art as Investment http://wealthmanagement.com/blog/more-people-buying-art-investment <div class="node-body blog-body">Could art finally be earning a seat at the investment table? A new survey indicates it could be.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/more-people-buying-art-investment" target="_blank">read more</a></p> http://wealthmanagement.com/blog/more-people-buying-art-investment#comments Alternative Investments Blogs Markets Advisor Intelligence Mon, 22 Sep 2014 17:23:00 +0000 660491 at http://wealthmanagement.com <p>Copyright Sean Gallup, Getty Images&nbsp;</p> Hybrid RIA Lures Away $220M Advisor Duo From RBC http://wealthmanagement.com/blog/hybrid-ria-lures-away-220m-advisor-duo-rbc <div class="node-body blog-body">Washington Wealth Management lured away a $220 million team from RBC Wealth Management on Wednesday. The duo will affiliate with the San Diego-based hyrbid RIA as a stand-alone practice based in Salt Lake City, Utah.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/hybrid-ria-lures-away-220m-advisor-duo-rbc" target="_blank">read more</a></p> http://wealthmanagement.com/blog/hybrid-ria-lures-away-220m-advisor-duo-rbc#comments Blogs People Advisor Intelligence Wed, 17 Sep 2014 13:15:00 +0000 655491 at http://wealthmanagement.com Millennials Don’t Want to Talk to You on Social Media, Study Says http://wealthmanagement.com/blog/millennials-don-t-want-talk-you-social-media-study-says <div class="node-body blog-body">Despite years of hype around social media, a new study finds that millennials don't want financial institutions contacting them on social media. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/millennials-don-t-want-talk-you-social-media-study-says" target="_blank">read more</a></p> http://wealthmanagement.com/blog/millennials-don-t-want-talk-you-social-media-study-says#comments Blogs Technology Marketing Advisor Intelligence Mon, 15 Sep 2014 16:56:00 +0000 653431 at http://wealthmanagement.com