Viewpoints http://wealthmanagement.com/taxonomy/term/42022/more en Custody Market's Evolution Leaving Private Wealth Managers Behind http://wealthmanagement.com/technology/custody-markets-evolution-leaving-private-wealth-managers-behind <div class="field-byline"> Scott Sumner </div> <div class="node-body article-body">As global custodians have grown in scale following a period of consolidation and rapid innovation, RIAs and family offices are finding that an automated and impersonal custody offering actually cuts against the value proposition they offer to clients.</div> <p><a href="http://wealthmanagement.com/technology/custody-markets-evolution-leaving-private-wealth-managers-behind" target="_blank">read more</a></p> http://wealthmanagement.com/technology/custody-markets-evolution-leaving-private-wealth-managers-behind#comments RIAs Technology Business Planning Viewpoints Wed, 13 Jul 2016 14:37:00 +0000 1235661 at http://wealthmanagement.com JOZSEF HUNOR VILHELEM/iStock/Thinkstock Breakaway Advisors Seek Brand Dominance Amid Crowded Industry http://wealthmanagement.com/marketing/breakaway-advisors-seek-brand-dominance-amid-crowded-industry <div class="field-byline"> Steven Bodakowski </div> <div class="node-body article-body">How to brand your firm to create a differentiated DNA that speaks to investors.</div> <p><a href="http://wealthmanagement.com/marketing/breakaway-advisors-seek-brand-dominance-amid-crowded-industry" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/breakaway-advisors-seek-brand-dominance-amid-crowded-industry#comments RIAs Viewpoints Marketing Wed, 15 Jun 2016 16:56:00 +0000 1210211 at http://wealthmanagement.com What Should Financial Advisors Do To Better Protect Elderly Investors? http://wealthmanagement.com/viewpoints/what-should-financial-advisors-do-better-protect-elderly-investors <div class="field-byline"> Jenice L. Malecki </div> <div class="field-deck"> Brokers and advisors should be properly trained and educated by firms to identify and deal with diminished capacity and elder fraud </div> <div class="node-body article-body">VIEWPOINTS: Jenice L. Malecki, Securities Fraud Attorney and founder of Malecki Law; Brokers and advisors should be properly trained and educated by firms to identify and deal with diminished capacity and elder fraud.</div> <p><a href="http://wealthmanagement.com/viewpoints/what-should-financial-advisors-do-better-protect-elderly-investors" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/what-should-financial-advisors-do-better-protect-elderly-investors#comments Client Relations Viewpoints Practice Management Mon, 01 Feb 2016 17:51:00 +0000 1095501 at http://wealthmanagement.com Sean Gallup/Getty Images An Advisor’s Guide to Transitioning TAMP Providers http://wealthmanagement.com/viewpoints/advisor-s-guide-transitioning-tamp-providers <div class="field-byline"> John Anderson </div> <div class="node-body article-body">VIEWPOINTS: John Anderson, Head of Practice Management Solutions, SEI Advisor Network; August was supposed to be a slower month, and now there will be a lot of due diligence, client conversations, and paperwork.</div> <p><a href="http://wealthmanagement.com/viewpoints/advisor-s-guide-transitioning-tamp-providers" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/advisor-s-guide-transitioning-tamp-providers#comments Business Planning Viewpoints Practice Management Fri, 14 Aug 2015 14:32:00 +0000 967721 at http://wealthmanagement.com shutter_m/iStock/Thinkstock Serve the Net Spenders but Don’t Forget About the Net Savers http://wealthmanagement.com/viewpoints/serve-net-spenders-don-t-forget-about-net-savers <div class="field-byline"> Kevin Hoffberg </div> <div class="node-body article-body">VIEWPOINTS: Kevin Hoffberg, Managing Director of Marketing for Private Client Services, Russell Investments; How much energy should you put into winning over the children and beneficiaries of your current clients? That depends on your own time horizon because it certainly represents an investment.</div> <p><a href="http://wealthmanagement.com/viewpoints/serve-net-spenders-don-t-forget-about-net-savers" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/serve-net-spenders-don-t-forget-about-net-savers#comments Client Relations Viewpoints Marketing Practice Management Thu, 14 Aug 2014 16:06:00 +0000 630381 at http://wealthmanagement.com petrdlouhy/iStock/Thinkstock <p>Kevin Hoffberg, Russell Investments</p> The RIA Hybrid: Who’s a Fit? Who’s Not? http://wealthmanagement.com/viewpoints/ria-hybrid-who-s-fit-who-s-not <div class="node-body article-body">VIEWPOINTS: Under the RIA hybrid model, a financial advisor is affiliated with a broker-dealer for their commissionable business and conducts fee-based business through an outside RIA. Maintaining a broker-dealer affiliation allows advisors to provide clients with commissionable products such as mutual funds, variable annuities, stocks and bonds.</div> <p><a href="http://wealthmanagement.com/viewpoints/ria-hybrid-who-s-fit-who-s-not" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/ria-hybrid-who-s-fit-who-s-not#comments Viewpoints Viewpoints Careers Fri, 09 May 2014 13:00:00 +0000 554471 at http://wealthmanagement.com <p><span>Tom Daley, CEO and Founder, The Advisor Center</span></p> Making Sense of All These Firms http://wealthmanagement.com/viewpoints/making-sense-all-these-firms <div class="field-deck"> Are you at the right firm? Model? Type? </div> <div class="node-body article-body">VIEWPOINTS: Life is way too short to stay seated on the bench and not utilize your best skills. Make sure your firms model and type fits your skill set and needs.</div> <p><a href="http://wealthmanagement.com/viewpoints/making-sense-all-these-firms" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/making-sense-all-these-firms#comments Viewpoints Viewpoints Mon, 28 Apr 2014 15:43:00 +0000 546791 at http://wealthmanagement.com <p>Rick Rummage, founder and CEO, The Rummage Group</p> The New Frontier of Estate Planning http://wealthmanagement.com/estate-planning/new-frontier-estate-planning <div class="field-deck"> Be prepared </div> <div class="node-body article-body">Here is what financial advisors need to know about the generation-skipping transfer tax.</div> <p><a href="http://wealthmanagement.com/estate-planning/new-frontier-estate-planning" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/new-frontier-estate-planning#comments Viewpoints Estate Planning Public Mon, 21 Apr 2014 13:28:00 +0000 536171 at http://wealthmanagement.com Seven Things Every Advisor Should Do Before Going Indie http://wealthmanagement.com/viewpoints/seven-things-every-advisor-should-do-going-indie <div class="node-body gallery-body">If you’re an advisor who is ready to leave a wirehouse, you’ve no doubt been doing your homework about making the transition to the independent space. But here are seven things that you should do before leaving your wirehouse role.</div> <p><a href="http://wealthmanagement.com/viewpoints/seven-things-every-advisor-should-do-going-indie" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/seven-things-every-advisor-should-do-going-indie#comments Commentary Viewpoints Careers Tue, 25 Mar 2014 13:00:00 +0000 518791 at http://wealthmanagement.com Why Do Investment Advisors Continue To Fight The Web? http://wealthmanagement.com/viewpoints/why-do-investment-advisors-continue-fight-web <div class="node-body article-body">VIEWPOINTS: Joe Stallings, Founder and President, OrangeAxis; Fifteen years ago, a good friend of mine and I found ourselves working for different, but equally prominent, investment firms. He vividly recalls his firm’s decision to pay $30,000 for a web design company to spend months creating what was essentially a classy online brochure.</div> <p><a href="http://wealthmanagement.com/viewpoints/why-do-investment-advisors-continue-fight-web" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/why-do-investment-advisors-continue-fight-web#comments Viewpoints Viewpoints Viewpoints Mon, 03 Mar 2014 15:24:00 +0000 506481 at http://wealthmanagement.com <p>Joe Stallings, Founder and President, OrangeAxis</p>