Advisor Intelligence http://wealthmanagement.com/blog/245981/feed en Number of Women Advisors on the Rise, Especially at Banks http://wealthmanagement.com/blog/number-women-advisors-rise-especially-banks <div class="node-body blog-body">The number of women in financial services is growing, but banks are leading the way. Women now represent 11.5 percent of all financial advisors, but make up 33.3 percent of advisors working at banks.</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/number-women-advisors-rise-especially-banks" target="_blank">read more</a></p> http://wealthmanagement.com/blog/number-women-advisors-rise-especially-banks#comments Blogs Industry Advisor Intelligence Thu, 21 Aug 2014 16:49:00 +0000 635221 at http://wealthmanagement.com <p>Copyright Hulton Archive, Getty Images.</p> RIAs Gaining Ground, But Wires More Productive http://wealthmanagement.com/blog/rias-gaining-ground-wires-more-productive <div class="node-body blog-body"><p>RIAs may be the fastest growing channel, but despite the recent billion-dollar breakaway teams going independent, wirehouse advisors are still more productive.</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/rias-gaining-ground-wires-more-productive" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rias-gaining-ground-wires-more-productive#comments Blogs RIAs Wirehouse Advisor Intelligence Thu, 21 Aug 2014 13:00:00 +0000 634611 at http://wealthmanagement.com Advisors Risk of Being Replaced by Robots http://wealthmanagement.com/blog/advisors-risk-being-replaced-robots <div class="node-body blog-body"><p>There&rsquo;s a 58 percent chance that financial advisors will be &ldquo;bot-sourced,&rdquo; that their jobs will be replaced by a robot or computer, according to a recent Oxford study.</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/advisors-risk-being-replaced-robots" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-risk-being-replaced-robots#comments Blogs Industry Technology Advisor Intelligence Tue, 12 Aug 2014 20:09:00 +0000 628361 at http://wealthmanagement.com Ron Carson Says Stop Scoffing at Robos and Start Leveraging Tech http://wealthmanagement.com/blog/ron-carson-says-stop-scoffing-robos-and-start-leveraging-tech <div class="node-body blog-body">Advisors who don’t think the so-called “robo-advisors” will become a threat are in for a rude awakening, according to Ron Carson</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/ron-carson-says-stop-scoffing-robos-and-start-leveraging-tech" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ron-carson-says-stop-scoffing-robos-and-start-leveraging-tech#comments Blogs Technology Advisor Intelligence Tue, 12 Aug 2014 16:01:00 +0000 628161 at http://wealthmanagement.com Recent Grads Gain Stronger Link to CFP http://wealthmanagement.com/blog/recent-grads-gain-stronger-link-cfp <div class="node-body blog-body">Recent financial planning graduates of CFP-Board registered programs can now call themselves “CFP candidates,” strengthening their tie to the designation with both potential employers and 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/recent-grads-gain-stronger-link-cfp" target="_blank">read more</a></p> http://wealthmanagement.com/blog/recent-grads-gain-stronger-link-cfp#comments Blogs Industry Advisor Intelligence Fri, 08 Aug 2014 15:10:00 +0000 626011 at http://wealthmanagement.com AmEx Developer to Tackle Wells Fargo Digital Strategy http://wealthmanagement.com/blog/amex-developer-tackle-wells-fargo-digital-strategy <div class="node-body blog-body">Wells Fargo Advisors brought on the force behind the user experience at AmercianExpress.com to head up the brokerage’s digital 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/amex-developer-tackle-wells-fargo-digital-strategy" target="_blank">read more</a></p> http://wealthmanagement.com/blog/amex-developer-tackle-wells-fargo-digital-strategy#comments Blogs Technology Wirehouse Advisor Intelligence Tue, 05 Aug 2014 13:00:00 +0000 620851 at http://wealthmanagement.com The Drivers of Growth http://wealthmanagement.com/blog/drivers-growth <div class="node-body blog-body">Sustainable growth advisory firms don’t rely solely on referrals; they are advanced in their marketing and business development efforts, according to a new report by FA Insight</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/drivers-growth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/drivers-growth#comments Blogs Business Planning Industry Advisor Intelligence Mon, 04 Aug 2014 19:40:00 +0000 620781 at http://wealthmanagement.com United Bank FAs Partner with Dynasty to Launch Mich.-Based RIA http://wealthmanagement.com/blog/united-bank-fas-partner-dynasty-launch-mich-based-ria <div class="node-body blog-body">Four former United Bank &amp; Trust advisors partnered with Dynasty Financial to launch Arbor Trust Wealth Advisors on Monday.</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/united-bank-fas-partner-dynasty-launch-mich-based-ria" target="_blank">read more</a></p> http://wealthmanagement.com/blog/united-bank-fas-partner-dynasty-launch-mich-based-ria#comments Blogs RIAs Advisor Intelligence Mon, 04 Aug 2014 16:23:00 +0000 620591 at http://wealthmanagement.com <div> <em>allanswart/iStock/Thinkstock</em></div> Fixated on Volatility http://wealthmanagement.com/blog/fixated-volatility <div class="node-body blog-body">Market volatility is top-of-mind for both investors and their financial advisors as everyone carefully watches the market ups and downs.</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/fixated-volatility" target="_blank">read more</a></p> http://wealthmanagement.com/blog/fixated-volatility#comments Blogs Equities Advisor Intelligence Wed, 30 Jul 2014 19:44:00 +0000 616431 at http://wealthmanagement.com HighTower Adds $400M Washington RIA http://wealthmanagement.com/blog/hightower-adds-400m-washington-ria <div class="node-body blog-body">HighTower expanded its operations on the West Coast Monday with the addition of the team from Washington-based Triad Wealth Stewardship with $400 million in client assets.</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/hightower-adds-400m-washington-ria" target="_blank">read more</a></p> http://wealthmanagement.com/blog/hightower-adds-400m-washington-ria#comments Blogs RIAs Advisor Intelligence Mon, 28 Jul 2014 16:49:00 +0000 615291 at http://wealthmanagement.com Robo Advisor Assets Up 37% http://wealthmanagement.com/blog/robo-advisor-assets-37 <div class="node-body blog-body">Robo advisor assets grew 37 percent in the last three months to a total of $15.7 billion, up from $11.5 billion at the end of March, a recent Corporate Insight report found. </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/robo-advisor-assets-37" target="_blank">read more</a></p> http://wealthmanagement.com/blog/robo-advisor-assets-37#comments Blogs Technology Advisor Intelligence Thu, 24 Jul 2014 17:56:00 +0000 612751 at http://wealthmanagement.com Families Avoiding the Tough Conversations http://wealthmanagement.com/blog/families-avoiding-tough-conversations <div class="node-body blog-body">Parents don’t want their children counting on future inheritances, while children don’t want to upset their parents. The result? One in three parents have not had detailed conversations with their adult children about their wills and estate plans.</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/families-avoiding-tough-conversations" target="_blank">read more</a></p> http://wealthmanagement.com/blog/families-avoiding-tough-conversations#comments Blogs Estate Planning Retirement Planning Advisor Intelligence Wed, 09 Jul 2014 19:21:00 +0000 600771 at http://wealthmanagement.com <p>Photo by Warren Little/Getty Images.</p> HNW Investors Find It Harder to Unplug http://wealthmanagement.com/blog/hnw-investors-find-it-harder-unplug <div class="node-body blog-body"><p>Ever think about leaving the smartphone, tablet and laptop at home while on vacation? Apparently, the richer a person is, the harder that is to do.</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/hnw-investors-find-it-harder-unplug" target="_blank">read more</a></p> http://wealthmanagement.com/blog/hnw-investors-find-it-harder-unplug#comments Blogs Advisor Intelligence Mon, 23 Jun 2014 14:58:00 +0000 590091 at http://wealthmanagement.com <p>Photo by Joe Raedle/Getty Images</p> RIAs Worry Over Aging Clients & Robo Advice http://wealthmanagement.com/blog/rias-worry-over-aging-clients-robo-advice <div class="node-body blog-body">Independent advisors are facing a myriad of challenges to their business, including emerging competition from “robo advisors” and an aging client population.</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/rias-worry-over-aging-clients-robo-advice" target="_blank">read more</a></p> http://wealthmanagement.com/blog/rias-worry-over-aging-clients-robo-advice#comments Blogs Advisor Intelligence Fri, 20 Jun 2014 19:17:00 +0000 588721 at http://wealthmanagement.com Coming Home: Exec Returns to Merrill to Run Affluent Strategy http://wealthmanagement.com/blog/coming-home-exec-returns-merrill-run-affluent-strategy <div class="node-body blog-body">Bank of America Merrill Lynch lured former BlackRock executive Mike Bitterly out of retirement to head up the firm’s affluent segment and 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/coming-home-exec-returns-merrill-run-affluent-strategy" target="_blank">read more</a></p> http://wealthmanagement.com/blog/coming-home-exec-returns-merrill-run-affluent-strategy#comments Blogs People Advisor Intelligence Wed, 18 Jun 2014 16:24:00 +0000 586271 at http://wealthmanagement.com <p><span class="metaContent" id="artistText">Photo by Mario Tama/Getty Images</span>.</p>