Intelligent Advisor http://wealthmanagement.com/blog/245981/feed en LPL Assures Advisors up to 41 Percent Growth http://wealthmanagement.com/blog/lpl-assures-advisors-41-percent-growth <div class="node-body blog-body">LPL Financial is promising their advisors can grow up to 41 percent if they utilize the firm’s technology solutions, including its ClientWorks platform.</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/lpl-assures-advisors-41-percent-growth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/lpl-assures-advisors-41-percent-growth#comments IBDs Technology Blogs Intelligent Advisor Tue, 28 Jul 2015 20:03:00 +0000 953961 at http://wealthmanagement.com <p>Photo by&nbsp;<a href="https://twitter.com/MarathonWealth">Jeff Sandene,&nbsp;</a>Marathon Wealth Strategies.&nbsp;</p> <div>&nbsp;</div> <h2 dir="ltr">&nbsp;</h2> Investors Trust Uber Drivers More Than Brokers http://wealthmanagement.com/blog/investors-trust-uber-drivers-more-brokers <div class="node-body blog-body"> A new survey found that U.S. investors trust brokers less than Uber drivers and lawyers. </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-trust-uber-drivers-more-brokers" target="_blank">read more</a></p> http://wealthmanagement.com/blog/investors-trust-uber-drivers-more-brokers#comments Industry Intelligent Advisor Tue, 28 Jul 2015 15:47:00 +0000 953771 at http://wealthmanagement.com Ballers Episode 6 Recap: It’s Never That Easy http://wealthmanagement.com/blog/ballers-episode-6-recap-it-s-never-easy <div class="node-body blog-body">On the latest installment of HBO’s Ballers, Dwayne “The Rock” Johnson’s Spencer Strassmore is called in to clean up several players’ messes—raising the question: how do you juggle needy clients? (Warning, spoilers ahead.)</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/ballers-episode-6-recap-it-s-never-easy" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-6-recap-it-s-never-easy#comments Industry Blogs Client Relations Intelligent Advisor Mon, 27 Jul 2015 14:36:00 +0000 952631 at http://wealthmanagement.com Ballers Episode 5 Recap: The Shakedown http://wealthmanagement.com/blog/ballers-episode-5-recap-shakedown <div class="node-body blog-body">This week’s episode of HBO’s Ballers highlights the dark side of fame—the inevitable shakedowns. And as the show points out, the most dangerous ones are rarely straightforward, so it’s helpful to have a team of professionals around. (Warning, spoilers ahead!)</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/ballers-episode-5-recap-shakedown" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-5-recap-shakedown#comments Blogs Business Planning Client Relations Intelligent Advisor Mon, 20 Jul 2015 14:02:00 +0000 947351 at http://wealthmanagement.com Millennials to FinServ: We're Loyal and Trusting http://wealthmanagement.com/blog/millennials-finserv-were-loyal-and-trusting <div class="node-body blog-body">If financial services firms and advisors can attract millennials early, new research shows they will remain very loyal clients. </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/millennials-finserv-were-loyal-and-trusting" target="_blank">read more</a></p> http://wealthmanagement.com/blog/millennials-finserv-were-loyal-and-trusting#comments Industry Blogs Client Relations Intelligent Advisor Thu, 16 Jul 2015 17:03:00 +0000 945651 at http://wealthmanagement.com <p><em>subarashii21/iStock/Thinkstock</em></p> Morningstar Office Integrates With Riskalyze http://wealthmanagement.com/blog/morningstar-office-integrates-riskalyze <div class="node-body blog-body">The integration will allow advisors to view client data from Morningstar within the Riskalyze platform and automatically update the analysis of their risk. </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/morningstar-office-integrates-riskalyze" target="_blank">read more</a></p> http://wealthmanagement.com/blog/morningstar-office-integrates-riskalyze#comments Technology Intelligent Advisor Wed, 15 Jul 2015 16:39:00 +0000 944691 at http://wealthmanagement.com New Betterment Feature Automatically Invests Client's Extra Cash http://wealthmanagement.com/blog/new-betterment-feature-automatically-invests-clients-extra-cash <div class="node-body blog-body">A new tool from Betterment, SmartDeposit, can automatically take cash from a client's bank account whenever it exceeds a pre-determined amount. </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-betterment-feature-automatically-invests-clients-extra-cash" target="_blank">read more</a></p> http://wealthmanagement.com/blog/new-betterment-feature-automatically-invests-clients-extra-cash#comments Technology Intelligent Advisor Tue, 14 Jul 2015 14:28:00 +0000 943461 at http://wealthmanagement.com Ballers Episode 4 Recap: Wrecking Client Relationships http://wealthmanagement.com/blog/ballers-episode-4-recap-wrecking-client-relationships <div class="node-body blog-body">This week’s episode of HBO’s Ballers serves as an extreme example of how not to handle client relations and the dangers of failing to maintain professionalism.</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/ballers-episode-4-recap-wrecking-client-relationships" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-4-recap-wrecking-client-relationships#comments Industry Blogs Client Relations High Net Worth Intelligent Advisor Mon, 13 Jul 2015 14:13:00 +0000 942421 at http://wealthmanagement.com Ballers Episode 3: Not Your Typical Client Event http://wealthmanagement.com/blog/ballers-episode-3-not-your-typical-client-event <div class="node-body blog-body">It’s not unusual for a financial services firm to host an event to drum up business and sign clients. But Anderson Financial’s idea of a client event is anything but “strictly corporate.”</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/ballers-episode-3-not-your-typical-client-event" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-3-not-your-typical-client-event#comments Industry Blogs Client Relations High Net Worth Intelligent Advisor Mon, 06 Jul 2015 14:31:00 +0000 937721 at http://wealthmanagement.com Schwab Adds Nine ETFs to OneSource Program http://wealthmanagement.com/blog/schwab-adds-nine-etfs-onesource-program <div class="node-body blog-body">Schwab added another ETF provider and a total of nine new ETFs to its commission-free ETF investing program. </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/schwab-adds-nine-etfs-onesource-program" target="_blank">read more</a></p> http://wealthmanagement.com/blog/schwab-adds-nine-etfs-onesource-program#comments Industry Intelligent Advisor Wed, 01 Jul 2015 12:43:00 +0000 934531 at http://wealthmanagement.com Former $3B Deutsche Bank Advisors Launch California RIA http://wealthmanagement.com/blog/former-3b-deutsche-bank-advisors-launch-california-ria <div class="node-body blog-body">A San Francisco-based advisory team from Deutsche Bank with $3 billion in client assets launched Intellectus Partners as part of the Dynasty network on Monday.</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/former-3b-deutsche-bank-advisors-launch-california-ria" target="_blank">read more</a></p> http://wealthmanagement.com/blog/former-3b-deutsche-bank-advisors-launch-california-ria#comments People RIAs Blogs Intelligent Advisor Mon, 29 Jun 2015 17:45:00 +0000 933451 at http://wealthmanagement.com Ballers Episode 2: Navigating Family Dynamics http://wealthmanagement.com/blog/ballers-episode-2-navigating-family-dynamics <div class="node-body blog-body"><p>While still overly dramatic, HBO&rsquo;s Ballers&rsquo; second outing proved more realistic in&nbsp;exploring the dynamics financial advisors must navigate when dealing with professional athletes&rsquo; family and friends.&nbsp;(<strong>Warning, spoilers ahead.</strong>)</p></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/ballers-episode-2-navigating-family-dynamics" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-2-navigating-family-dynamics#comments Industry Blogs Client Relations Intelligent Advisor Mon, 29 Jun 2015 06:13:00 +0000 932701 at http://wealthmanagement.com Advisors, Firms React to Gay Marriage Ruling on Twitter http://wealthmanagement.com/blog/advisors-firms-react-gay-marriage-ruling-twitter <div class="node-body blog-body">Many firms and advisors showed their support for the Supreme Court's same-sex marriage ruling on Twitter Friday. Here are some of the highlights. </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-firms-react-gay-marriage-ruling-twitter" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-firms-react-gay-marriage-ruling-twitter#comments Industry Legal Blogs Intelligent Advisor Fri, 26 Jun 2015 16:56:00 +0000 931731 at http://wealthmanagement.com <p>Copyright&nbsp;Alex Wong,&nbsp;Getty Images</p> AutoPilot Goes Live http://wealthmanagement.com/blog/autopilot-goes-live <div class="node-body blog-body">AutoPilot, a collection of robo tools for human advisors developed by Riskalyze and CLS Investments, went live Thursday. </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/autopilot-goes-live" target="_blank">read more</a></p> http://wealthmanagement.com/blog/autopilot-goes-live#comments Technology Intelligent Advisor Thu, 25 Jun 2015 15:04:00 +0000 930441 at http://wealthmanagement.com Alternative Investments Clouded by Industry Jargon http://wealthmanagement.com/blog/alternative-investments-clouded-industry-jargon <div class="node-body blog-body">A new study shows that even though investors are interested in adding alternative investments to their portfolio, they are turned off by industry jargon. </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/alternative-investments-clouded-industry-jargon" target="_blank">read more</a></p> http://wealthmanagement.com/blog/alternative-investments-clouded-industry-jargon#comments Industry Intelligent Advisor Wed, 24 Jun 2015 20:06:00 +0000 929831 at http://wealthmanagement.com