IMPACT 2014 http://wealthmanagement.com/taxonomy/term/45301/more en Schwab IMPACT 2014 Twitter Round-Up http://wealthmanagement.com/impact-2014/schwab-impact-2014-twitter-round <div class="field-byline"> WealthManagement.com Staff </div> <div class="node-body article-body">Tracking the social buzz from the Colorado Convention Center.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/impact-2014/schwab-impact-2014-twitter-round" target="_blank">read more</a></p> http://wealthmanagement.com/impact-2014/schwab-impact-2014-twitter-round#comments IMPACT 2014 Industry Fri, 07 Nov 2014 16:55:00 +0000 701051 at http://wealthmanagement.com United Capital Goes Paperless http://wealthmanagement.com/impact-2014/united-capital-goes-paperless <div class="node-body article-body">United Capital Financial Advisors’ 50 offices will be completely paperless by the end of the year, said CEO Joe Duran at Schwab's annual IMPACT conference this week. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/impact-2014/united-capital-goes-paperless" target="_blank">read more</a></p> http://wealthmanagement.com/impact-2014/united-capital-goes-paperless#comments IMPACT 2014 RIAs Fri, 07 Nov 2014 14:34:00 +0000 700101 at http://wealthmanagement.com <div class="image-description" style="font-size: 11px; font-weight: bold; padding: 5px 5px 3px; font-family: Arial, 'Helvetica Neue', Helvetica, sans-serif; line-height: normal; background: rgb(227, 227, 226);"> <p style="margin-top: 0px; margin-bottom: 0px; font-size: 11px; line-height: 1.4;">Joe Duran in his home in Newport Beach, Calif.</p> </div> <div class="image-credits" style="font-size: 11px; font-style: italic; padding-right: 3px; padding-bottom: 5px; padding-left: 5px; line-height: 1; font-family: Arial, 'Helvetica Neue', Helvetica, sans-serif; background: rgb(227, 227, 226);"> Photo by Joseph Llanes</div> Sallie Krawcheck: Majority of Women’s Money Going Unmanaged http://wealthmanagement.com/impact-2014/sallie-krawcheck-majority-women-s-money-going-unmanaged <div class="node-body article-body">Women will retire with two-thirds the assets of men, yet they will live six to eight years longer. And the majority of their money is unmanaged, said Sallie Krawcheck at the Schwab IMPACT conference in Denver. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/impact-2014/sallie-krawcheck-majority-women-s-money-going-unmanaged" target="_blank">read more</a></p> http://wealthmanagement.com/impact-2014/sallie-krawcheck-majority-women-s-money-going-unmanaged#comments IMPACT 2014 Industry Fri, 07 Nov 2014 00:27:00 +0000 700171 at http://wealthmanagement.com The Headwinds That Could Lead to a Global Depression http://wealthmanagement.com/impact-2014/headwinds-could-lead-global-depression <div class="node-body article-body">The threat of a global depression has been there before, but this time is different, said economist and author Dr. Dambisa Moyo at Schwab’s annual IMPACT conference. Here’s why. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/impact-2014/headwinds-could-lead-global-depression" target="_blank">read more</a></p> http://wealthmanagement.com/impact-2014/headwinds-could-lead-global-depression#comments IMPACT 2014 Markets Thu, 06 Nov 2014 17:46:00 +0000 699561 at http://wealthmanagement.com <p>Economist and author Dr. Dambisa Moyo speaks at the Schwab IMPACT Conference on Thursday.</p> Half Of RIAs Have Already Identified Successor, Schwab Study Says http://wealthmanagement.com/impact-2014/half-rias-have-already-identified-successor-schwab-study-says <div class="node-body article-body">According to a new study released by Schwab at its annual IMPACT conference in Denver, half of RIA firms have already identified the next generation of leadership. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/impact-2014/half-rias-have-already-identified-successor-schwab-study-says" target="_blank">read more</a></p> http://wealthmanagement.com/impact-2014/half-rias-have-already-identified-successor-schwab-study-says#comments IMPACT 2014 RIAs Thu, 06 Nov 2014 15:42:00 +0000 699521 at http://wealthmanagement.com Drowning in Liquid Alts http://wealthmanagement.com/impact-2014/drowning-liquid-alts <div class="field-deck"> Goldman Sachs recognizes 298 funds as true liquid alts, spread out over five broad categories </div> <div class="node-body article-body">Liquid alternative mutual funds have exploded in popularity, yet most advisors aren’t using them properly, a Goldman Sachs analyst argued at Schwab’s annual IMPACT conference.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/impact-2014/drowning-liquid-alts" target="_blank">read more</a></p> http://wealthmanagement.com/impact-2014/drowning-liquid-alts#comments Alternative Investments IMPACT 2014 Mutual Funds Thu, 06 Nov 2014 14:32:00 +0000 699251 at http://wealthmanagement.com Throwback Thursday: Schwab IMPACT Though the Years http://wealthmanagement.com/impact-2014/throwback-thursday-schwab-impact-though-years <div class="field-byline"> WealthManagement.com Staff </div> <div class="node-body gallery-body"><p>Schwab&rsquo;s annual IMPACT conference is one of the largest and longest-running RIA conferences, with close to 5,000 total attendees this year&#39;s event in Denver.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/impact-2014/throwback-thursday-schwab-impact-though-years" target="_blank">read more</a></p> http://wealthmanagement.com/impact-2014/throwback-thursday-schwab-impact-though-years#comments IMPACT 2014 Thu, 06 Nov 2014 14:00:00 +0000 698811 at http://wealthmanagement.com Schwab: Don’t Be Afraid of Our Robo Offering http://wealthmanagement.com/impact-2014/schwab-don-t-be-afraid-our-robo-offering <div class="node-body article-body">Advisors don’t need to be afraid of Charles Schwab’s robo offering, President and CEO Walt Bettinger said Wednesday, as advisors themselves will be able to white label the technology for use with their clients.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/impact-2014/schwab-don-t-be-afraid-our-robo-offering" target="_blank">read more</a></p> http://wealthmanagement.com/impact-2014/schwab-don-t-be-afraid-our-robo-offering#comments Charles Schwab IMPACT 2014 Industry RIAs Technology News Wed, 05 Nov 2014 19:07:00 +0000 698661 at http://wealthmanagement.com Photo by Billy Cole, Orange Photography RCS Capital Plays Defense on ARCP Issues http://wealthmanagement.com/industry/rcs-capital-plays-defense-arcp-issues <div class="field-byline"> WealthManagement.com Staff </div> <div class="node-body article-body">At the Schwab Impact conference in Denver, Nicholas Schorsch said he was not involved in recent company "squabbles" and that he understood why some IBDs would drop his funds. Meanwhile, the share price plunge in RCS Capital Corp. prompted the company to try and further explain its relationship to sister company ARCP. </div> <div class="field-stocksymbols"> <span>Stock Symbols:&nbsp;</span> RCAP ARCP </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry/rcs-capital-plays-defense-arcp-issues" target="_blank">read more</a></p> http://wealthmanagement.com/industry/rcs-capital-plays-defense-arcp-issues#comments IBDs IMPACT 2014 Industry Wed, 05 Nov 2014 18:24:00 +0000 698581 at http://wealthmanagement.com Copyright Joel Auerbach, Getty Images Six Secrets to Building a Billion Dollar Firm http://wealthmanagement.com/impact-2014/six-secrets-building-billion-dollar-firm <div class="node-body gallery-body"><p>How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management. Today that number is past 700 and appears to be accelerating.&nbsp;&nbsp;Yet independent firms that have been successful in the past may face new pressure from large firms with sophisticated capabilities.</p></div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/impact-2014/six-secrets-building-billion-dollar-firm" target="_blank">read more</a></p> http://wealthmanagement.com/impact-2014/six-secrets-building-billion-dollar-firm#comments Business Planning IMPACT 2014 Practice Management Wed, 05 Nov 2014 15:13:00 +0000 698291 at http://wealthmanagement.com <p>From left to right: Beacon Pointe&#39;s Matt Cooper, Savant Capital Management&#39;s Brent Brodeski and Exencial Wealth&#39;s John Burns talk best ways to grow a RIA business. Photo by Ryan Shanks.</p>