Viewpoints en Custody Market's 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="" target="_blank">read more</a></p> RIAs Technology Business Planning Viewpoints Wed, 13 Jul 2016 14:37:00 +0000 1235661 at JOZSEF HUNOR VILHELEM/iStock/Thinkstock 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="" target="_blank">read more</a></p> RIAs Viewpoints Marketing Wed, 15 Jun 2016 16:56:00 +0000 1210211 at What Should Financial Advisors Do To 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="" target="_blank">read more</a></p> Client Relations Viewpoints Practice Management Mon, 01 Feb 2016 17:51:00 +0000 1095501 at Sean Gallup/Getty Images An Advisor’s Guide to 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="" target="_blank">read more</a></p> Business Planning Viewpoints Practice Management Fri, 14 Aug 2015 14:32:00 +0000 967721 at shutter_m/iStock/Thinkstock Serve the Net Spenders but Don’t Forget About the 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="" target="_blank">read more</a></p> Client Relations Viewpoints Marketing Practice Management Thu, 14 Aug 2014 16:06:00 +0000 630381 at petrdlouhy/iStock/Thinkstock <p>Kevin Hoffberg, Russell Investments</p> The RIA Hybrid: Who’s a 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="" target="_blank">read more</a></p> Viewpoints Viewpoints Careers Fri, 09 May 2014 13:00:00 +0000 554471 at <p><span>Tom Daley, CEO and Founder, The Advisor Center</span></p> Making Sense of 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="" target="_blank">read more</a></p> Viewpoints Viewpoints Mon, 28 Apr 2014 15:43:00 +0000 546791 at <p>Rick Rummage, founder and CEO, The Rummage Group</p> The New Frontier of 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="" target="_blank">read more</a></p> Viewpoints Estate Planning Public Mon, 21 Apr 2014 13:28:00 +0000 536171 at Seven Things Every Advisor Should Do Before 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="" target="_blank">read more</a></p> Commentary Viewpoints Careers Tue, 25 Mar 2014 13:00:00 +0000 518791 at Why Do Investment Advisors Continue To Fight The 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="" target="_blank">read more</a></p> Viewpoints Viewpoints Viewpoints Mon, 03 Mar 2014 15:24:00 +0000 506481 at <p>Joe Stallings, Founder and President, OrangeAxis</p>