Intelligent Advisor http://wealthmanagement.com/blog/245981/feed en Financial Services Ramping Up Spending On Cybersecurity http://wealthmanagement.com/blog/financial-services-ramping-spending-cybersecurity <div class="node-body blog-body">Financial services and banks will spend $9.5 billion in 2015 to defend against hackers, second only to the government.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/financial-services-ramping-spending-cybersecurity" target="_blank">read more</a></p> http://wealthmanagement.com/blog/financial-services-ramping-spending-cybersecurity#comments Technology Blogs Intelligent Advisor Sat, 25 Apr 2015 01:09:00 +0000 846411 at http://wealthmanagement.com Three Financial Service Apps Available For Apple Watch http://wealthmanagement.com/blog/three-financial-service-apps-available-apple-watch <div class="node-body blog-body">Fidelity, Pershing and Openfolio are early adopters of the Apple Watch, creating apps that are available on the same day as the lastest piece of wearable technology launched.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/three-financial-service-apps-available-apple-watch" target="_blank">read more</a></p> http://wealthmanagement.com/blog/three-financial-service-apps-available-apple-watch#comments Technology Intelligent Advisor Fri, 24 Apr 2015 18:47:00 +0000 848821 at http://wealthmanagement.com Advisors Ahead Founder Craig Pfeiffer To Be New MMI President http://wealthmanagement.com/blog/advisors-ahead-founder-craig-pfeiffer-be-new-mmi-president <div class="node-body blog-body">Craig Pfeiffer will succeed Christopher Davis as president and CEO of MMI in May. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/advisors-ahead-founder-craig-pfeiffer-be-new-mmi-president" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-ahead-founder-craig-pfeiffer-be-new-mmi-president#comments People Intelligent Advisor Wed, 22 Apr 2015 21:24:00 +0000 843991 at http://wealthmanagement.com When to Walk Away From a Deal http://wealthmanagement.com/blog/when-walk-away-deal <div class="node-body blog-body">Even the best advisory practices can have issues, so it’s important for advisors to know when to step away from a deal to buy a practice.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/when-walk-away-deal" target="_blank">read more</a></p> http://wealthmanagement.com/blog/when-walk-away-deal#comments Blogs Business Planning Careers Intelligent Advisor Wed, 22 Apr 2015 18:44:00 +0000 843361 at http://wealthmanagement.com <p><em>Medioimages/Photodisc/Valueline/Thinkstock</em></p> Raymond James eSignature Fails to Catch On http://wealthmanagement.com/blog/raymond-james-esignature-fails-catch <div class="node-body blog-body">After rolling out the electronic signature capabilities in December, the leaders of Raymond James’ technology operations say advisors at the firm have been surprisingly slow to utilize the oft-demanded tool. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/raymond-james-esignature-fails-catch" target="_blank">read more</a></p> http://wealthmanagement.com/blog/raymond-james-esignature-fails-catch#comments Technology Blogs Intelligent Advisor Wed, 22 Apr 2015 17:04:00 +0000 843181 at http://wealthmanagement.com <p>Vin&nbsp;Campagnoli&nbsp;and&nbsp;Bella&nbsp;Allaire&nbsp;at the Raymond James Financial Services national conference in Las Vegas.&nbsp;</p> Orion Partners Up With Robo Jemstep http://wealthmanagement.com/blog/orion-partners-robo-jemstep <div class="node-body blog-body">Orion Advisor Services has joined with Jemstep to give advisors a way to bring clients the automated robo-advisor experience while still maintaining control of the assets and investment strategies.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/orion-partners-robo-jemstep" target="_blank">read more</a></p> http://wealthmanagement.com/blog/orion-partners-robo-jemstep#comments Technology Intelligent Advisor Wed, 22 Apr 2015 16:10:00 +0000 842991 at http://wealthmanagement.com Three Charts that Explain Raymond James’ Growth http://wealthmanagement.com/blog/three-charts-explain-raymond-james-growth <div class="node-body blog-body">Raymond James has grown steadily in recent years. Here are three charts that lay out the firm's advisors, assets and revenue over the past five years. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/three-charts-explain-raymond-james-growth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/three-charts-explain-raymond-james-growth#comments IBDs Blogs Intelligent Advisor Tue, 21 Apr 2015 20:04:00 +0000 841621 at http://wealthmanagement.com <p>Photo from Raymond James 1975 national conference, courtesy of the firm&#39;s archives.&nbsp;</p> Investors Expect Double-Digit Returns In 2015 http://wealthmanagement.com/blog/investors-expect-double-digit-returns-2015 <div class="node-body blog-body">A Natixis Global Asset Management survey found that investors expect double-digit returns in 2015 and are willing to take on more risk to get there. But many still don't have a financial plan to protect against a market setback. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/investors-expect-double-digit-returns-2015" target="_blank">read more</a></p> http://wealthmanagement.com/blog/investors-expect-double-digit-returns-2015#comments Industry Intelligent Advisor Tue, 14 Apr 2015 16:14:00 +0000 835751 at http://wealthmanagement.com How To Prepare For An Advisor's Unexpected Death http://wealthmanagement.com/blog/how-prepare-advisors-unexpected-death <div class="node-body blog-body">After the untimely deaths of three advisors over a year and a half, president and founder of Integrated Financial Partners Paul Saganey knows more than most to plan for the unexpected.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/how-prepare-advisors-unexpected-death" target="_blank">read more</a></p> http://wealthmanagement.com/blog/how-prepare-advisors-unexpected-death#comments Blogs Business Planning Practice Planning Succession Planning Intelligent Advisor Mon, 13 Apr 2015 19:23:00 +0000 834551 at http://wealthmanagement.com New Partnership Brings Client Segmentation to Fidelity RIAs http://wealthmanagement.com/blog/new-partnership-brings-client-segmentation-fidelity-rias <div class="node-body blog-body">Fidelity has partnered with FirstPoint, a firm that specializes in emerging affluent investors, to help RIAs segment and scale their businesses. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/new-partnership-brings-client-segmentation-fidelity-rias" target="_blank">read more</a></p> http://wealthmanagement.com/blog/new-partnership-brings-client-segmentation-fidelity-rias#comments RIAs Intelligent Advisor Wed, 08 Apr 2015 20:48:00 +0000 832621 at http://wealthmanagement.com Investors Still Clueless on Fees http://wealthmanagement.com/blog/investors-still-clueless-fees <div class="node-body blog-body">Despite widespread calls for fee transparency, investors are still uninformed about the fees they pay their brokerage.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/investors-still-clueless-fees" target="_blank">read more</a></p> http://wealthmanagement.com/blog/investors-still-clueless-fees#comments Blogs Third-Party Research Intelligent Advisor Wed, 08 Apr 2015 19:27:00 +0000 832561 at http://wealthmanagement.com Betterment, Schwab Duke It Out During NCAA Championship Game http://wealthmanagement.com/blog/betterment-schwab-duke-it-out-during-ncaa-championship-game <div class="node-body blog-body">Duke and Wisconsin basketball players weren’t the only ones battling it out during the NCAA Men's Division I Basketball Tournament last night. Betterment and Charles Schwab both spent big bucks on advertising during the game in hopes of capturing investors’ attention.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/betterment-schwab-duke-it-out-during-ncaa-championship-game" target="_blank">read more</a></p> http://wealthmanagement.com/blog/betterment-schwab-duke-it-out-during-ncaa-championship-game#comments Technology Blogs Intelligent Advisor Tue, 07 Apr 2015 15:58:00 +0000 831651 at http://wealthmanagement.com <p>Copyright&nbsp;Chris Steppig,&nbsp;Getty Images</p> Rob Arnott Wins Wealth Management Madness 2015 http://wealthmanagement.com/blog/rob-arnott-wins-wealth-management-madness-2015 <div class="node-body blog-body">In the final round of Wealth Management Madness, Rob Arnott defeated Janet Yellen to claim this year's championship. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/rob-arnott-wins-wealth-management-madness-2015" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rob-arnott-wins-wealth-management-madness-2015#comments People Blogs Wealth Management Madness Intelligent Advisor Mon, 06 Apr 2015 09:05:00 +0000 830611 at http://wealthmanagement.com RIA 2014 Deal Flow Steady http://wealthmanagement.com/blog/ria-2014-deal-flow-steady <div class="node-body blog-body">Merger and acquisition activity among RIAs remained largely consistent throughout 2014, according to Schwab Advisor Services mid-year review.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ria-2014-deal-flow-steady" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ria-2014-deal-flow-steady#comments Industry RIAs Blogs Intelligent Advisor Tue, 31 Mar 2015 13:30:00 +0000 827041 at http://wealthmanagement.com Wealth Management Madness 2015: Final Four Recap http://wealthmanagement.com/blog/wealth-management-madness-2015-final-four-recap <div class="node-body blog-body">After four weeks, it’s down to the final two contenders. Who will take it all? But first let’s recap last week’s showdown of the Final Four, where over 3,000 people cast votes to advance their favorites to the finals.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/wealth-management-madness-2015-final-four-recap" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wealth-management-madness-2015-final-four-recap#comments Blogs Wealth Management Madness Intelligent Advisor Fri, 27 Mar 2015 13:57:00 +0000 824731 at http://wealthmanagement.com