Advisor Intelligence http://wealthmanagement.com/blog/245981/feed en LearnVest, Betterment Announce New Funding http://wealthmanagement.com/blog/learnvest-betterment-announce-new-funding <div class="node-body blog-body">Online advice platforms Betterment and LearnVest raised $32 million and $28 million in new funding, respectively. The rise of the robo-advisor continues. </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/learnvest-betterment-announce-new-funding" target="_blank">read more</a></p> http://wealthmanagement.com/blog/learnvest-betterment-announce-new-funding#comments Blogs Technology Advisor Intelligence Tue, 15 Apr 2014 18:57:00 +0000 537411 at http://wealthmanagement.com TIAA-CREF To Acquire Nuveen for $6.25B http://wealthmanagement.com/blog/tiaa-cref-acquire-nuveen-625b <div class="node-body blog-body">TIAA-CREF purchased Nuveen Investments from Madison Dearborn Partners on Monday for $6.25 billion, including outstanding debt.</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/tiaa-cref-acquire-nuveen-625b" target="_blank">read more</a></p> http://wealthmanagement.com/blog/tiaa-cref-acquire-nuveen-625b#comments Blogs Industry Mutual Funds Advisor Intelligence Mon, 14 Apr 2014 13:47:00 +0000 536181 at http://wealthmanagement.com Planning, Niches Some Common Denominators Among Sucessful FAs http://wealthmanagement.com/blog/planning-niches-some-common-denominators-among-sucessful-fas <div class="node-body blog-body"><p>What differentiates top advisors? According to a recent Fidelity Advisor Insights study, planning and concentrating on specific client segments has a lot to do with it.</p> <p>High performing advisors&mdash;which Fidelity identified as those with AUM that was 75 percent higher than average advisors and double the average advisor&rsquo;s compensation&mdash;earn an average of $422,000, compared to the $212,000 average advisors earn. Moreover, these successful advisors manage an average of $100 million in client assets, versus the $57 million AUM by other advisors.</p></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/planning-niches-some-common-denominators-among-sucessful-fas" target="_blank">read more</a></p> http://wealthmanagement.com/blog/planning-niches-some-common-denominators-among-sucessful-fas#comments Blogs Business Planning Advisor Intelligence Fri, 11 Apr 2014 13:55:00 +0000 536561 at http://wealthmanagement.com Market Upswing Hides Underlying Business Faults http://wealthmanagement.com/blog/market-upswing-hides-underlying-business-faults <div class="node-body blog-body">Markets buoyed business for financial advisors last year, but the rally masked underlying issues such as declining client retention, lower fees and an aging client base. </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/market-upswing-hides-underlying-business-faults" target="_blank">read more</a></p> http://wealthmanagement.com/blog/market-upswing-hides-underlying-business-faults#comments Blogs Industry Advisor Intelligence Mon, 07 Apr 2014 13:43:00 +0000 530971 at http://wealthmanagement.com XY Planning Network Opens For Young Advisors http://wealthmanagement.com/blog/xy-planning-network-opens-young-advisors <div class="node-body blog-body">Young financial planners have a new network dedicated to helping them connect with NexGen clients. </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/xy-planning-network-opens-young-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/blog/xy-planning-network-opens-young-advisors#comments Blogs RIAs Advisor Intelligence Fri, 04 Apr 2014 13:30:00 +0000 530221 at http://wealthmanagement.com Focus Partners with $600M Louisiana RIA http://wealthmanagement.com/blog/focus-partners-600m-louisiana-ria <div class="node-body blog-body">Lafayette, La.-based Summit Financial partnered with Focus Financial on Wednesday, making the $600 million firm the ninth transaction for Focus this year.</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/focus-partners-600m-louisiana-ria" target="_blank">read more</a></p> http://wealthmanagement.com/blog/focus-partners-600m-louisiana-ria#comments Blogs Careers RIAs Advisor Intelligence Wed, 02 Apr 2014 15:20:00 +0000 528301 at http://wealthmanagement.com Retirement Plans See Progress as Investors Increase Contributions http://wealthmanagement.com/blog/retirement-plans-see-progress-investors-increase-contributions <div class="node-body blog-body">More and more retirement plan sponsors are making simpler for investors to participate, with many more adding automatic enrollment features and automatic contribution increases.</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/retirement-plans-see-progress-investors-increase-contributions" target="_blank">read more</a></p> http://wealthmanagement.com/blog/retirement-plans-see-progress-investors-increase-contributions#comments Blogs Retirement Planning Advisor Intelligence Wed, 02 Apr 2014 13:00:00 +0000 527681 at http://wealthmanagement.com IBD Advisors Oldest in Industry http://wealthmanagement.com/blog/ibd-advisors-oldest-industry <div class="node-body blog-body">While many think of wirehouse advisors as old and stodgy, the IBD channel actually employs the oldest guys in the business. </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/ibd-advisors-oldest-industry" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ibd-advisors-oldest-industry#comments Blogs IBDs Advisor Intelligence Tue, 01 Apr 2014 18:43:00 +0000 527501 at http://wealthmanagement.com Advisors Make More Than Their Parents http://wealthmanagement.com/blog/advisors-make-more-their-parents <div class="node-body blog-body">Financial advisors tend to be better off than their parents, making about 8 percent more than them in adulthood, according to a recent analysis by NPR. </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/advisors-make-more-their-parents" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-make-more-their-parents#comments Blogs Industry Advisor Intelligence Mon, 31 Mar 2014 20:38:00 +0000 526681 at http://wealthmanagement.com Lebenthal Snags $1.2B Team From Morgan Stanley http://wealthmanagement.com/blog/lebenthal-snags-12b-team-morgan-stanley <div class="node-body blog-body"> Lebenthal Wealth Advisors brought onboard a $1.2 billion advisor team w from Morgan Stanley on Tuesday.</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/lebenthal-snags-12b-team-morgan-stanley" target="_blank">read more</a></p> http://wealthmanagement.com/blog/lebenthal-snags-12b-team-morgan-stanley#comments Blogs People Advisor Intelligence Tue, 25 Mar 2014 18:04:00 +0000 522021 at http://wealthmanagement.com Advisors On the Move: Spring Thaw Inspires Change http://wealthmanagement.com/blog/advisors-move-spring-thaw-inspires-change <div class="node-body blog-body">Raymond James continues its recruiting blitz while Wells Fargo Advisors and Janney pick up several advisors. Retirement Benefits Group also brought onboard a new wealth advisor in California. </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/advisors-move-spring-thaw-inspires-change" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-move-spring-thaw-inspires-change#comments Blogs People Advisor Intelligence Fri, 21 Mar 2014 20:15:00 +0000 519831 at http://wealthmanagement.com Advisors On the Move: Spring Thaw Inspires Change http://wealthmanagement.com/blog/advisors-move-spring-thaw-inspires-change <div class="node-body blog-body">Raymond James continues its recruiting blitz while Wells Fargo Advisors and Janney pick up several advisors. Retirement Benefits Group also brought onboard a new wealth advisor in California. </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/advisors-move-spring-thaw-inspires-change" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-move-spring-thaw-inspires-change#comments Blogs People Advisor Intelligence Fri, 21 Mar 2014 20:15:00 +0000 519831 at http://wealthmanagement.com Go Big or Go Home http://wealthmanagement.com/blog/go-big-or-go-home <div class="node-body blog-body">Almost two out of three advisors are managing at least one retirement plan, but recent findings from Fidelity find that dabbling in this space may not be the best business strategy. </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/go-big-or-go-home" target="_blank">read more</a></p> http://wealthmanagement.com/blog/go-big-or-go-home#comments Blogs Industry Retirement Planning Advisor Intelligence Thu, 20 Mar 2014 13:31:00 +0000 518471 at http://wealthmanagement.com CFP Seeks to Elevate Profession with Academic Center, Journal http://wealthmanagement.com/blog/cfp-seeks-elevate-profession-academic-center-journal <div class="node-body blog-body"><p>The CFP Board announced Thursday it&rsquo;s getting more involved in expanding the intellectual heft of the advisory profession, even as it trims down its time-intensive examination process.</p> </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/cfp-seeks-elevate-profession-academic-center-journal" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cfp-seeks-elevate-profession-academic-center-journal#comments Blogs Industry Advisor Intelligence Thu, 13 Mar 2014 17:13:00 +0000 514081 at http://wealthmanagement.com Advisors on the Move: No Winter Blues Here http://wealthmanagement.com/blog/advisors-move-no-winter-blues-here <div class="node-body blog-body">Lots of advisors making moves as the warmer weather starts to move in. NFP, Cambridge and J.P Morgan Securities picked up advisors on the IBD side of the aisle, while several firms—including a Dynasty partner firm, Cantor Fitzgerald and two Focus Financial firms—made acquisitions of entire firms. </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/advisors-move-no-winter-blues-here" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-move-no-winter-blues-here#comments Blogs People Advisor Intelligence Fri, 07 Mar 2014 21:30:00 +0000 511551 at http://wealthmanagement.com