Blogs http://wealthmanagement.com/taxonomy/term/40851/more 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 The Blotter Report: Dirty Rotten Liars http://wealthmanagement.com/blog/blotter-report-dirty-rotten-liars <div class="node-body blog-body">A self-titled financial coach is in trouble over some shady financial advice while a Missouri who took off over his con starting unraveling takes a plea deal.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/rulebook">Rulebook</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/blotter-report-dirty-rotten-liars" target="_blank">read more</a></p> http://wealthmanagement.com/blog/blotter-report-dirty-rotten-liars#comments Blogs Legal Rulebook Mon, 18 Aug 2014 18:21:00 +0000 632561 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 FSI Taps Antoniades to Replace Brown on Board http://wealthmanagement.com/blog/fsi-taps-antoniades-replace-brown-board <div class="node-body blog-body">The Financial Services Institute elected Cetera Financial Group President Adam Antoniades to serve as vice chair on its board of directors, replacing outgoing Valerie Brown following her departure from Cetera.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/rulebook">Rulebook</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/fsi-taps-antoniades-replace-brown-board" target="_blank">read more</a></p> http://wealthmanagement.com/blog/fsi-taps-antoniades-replace-brown-board#comments Blogs IBDs Rulebook Tue, 05 Aug 2014 14:25:00 +0000 621761 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>