Careers http://wealthmanagement.com/taxonomy/term/44071/more en LPL Attracts $1 Billion Firm to Custody Platform http://wealthmanagement.com/careers/lpl-attracts-1-billion-firm-custody-platform <div class="node-body article-body">LPL Financial continues to grow its RIA custody platform, adding a $1.2 billion advisory firm, StreamSong Advisors. </div> <div class="field-stocksymbols"> <span>Stock Symbols:&nbsp;</span> LPLA </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/careers/lpl-attracts-1-billion-firm-custody-platform" target="_blank">read more</a></p> http://wealthmanagement.com/careers/lpl-attracts-1-billion-firm-custody-platform#comments IBDs RIAs Careers Thu, 18 Sep 2014 13:24:00 +0000 657981 at http://wealthmanagement.com Why Advisers Disagree About Hawking Their Performance http://wealthmanagement.com/marketing/why-advisers-disagree-about-hawking-their-performance <div class="field-byline"> Reuters </div> <div class="node-body article-body">Some financial advisers do not mind sharing information about the performance returns they have pulled in for clients. Those numbers, nonetheless, may come with a caveat.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/why-advisers-disagree-about-hawking-their-performance" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/why-advisers-disagree-about-hawking-their-performance#comments Marketing Regulation & Compliance Careers Mon, 15 Sep 2014 15:09:00 +0000 653341 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images Ten Essential Steps for Retiring Advisors http://wealthmanagement.com/succession-planning/ten-essential-steps-retiring-advisors <div class="field-byline"> Maria Considine King </div> <div class="field-deck"> Sponsored by Commonwealth </div> <div class="node-body article-body">Advisors thinking about retiring and relinquishing control of their practices can find themselves paralyzed with concern for the future of the business they’ve dedicated so much of their lives to building and nurturing. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/succession-planning/ten-essential-steps-retiring-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/succession-planning/ten-essential-steps-retiring-advisors#comments Succession Planning Thu, 11 Sep 2014 15:24:00 +0000 629211 at http://wealthmanagement.com Eight Tips for Boosting the Value of Your Practice http://wealthmanagement.com/succession-planning/eight-tips-boosting-value-your-practice <div class="field-byline"> Peter McDougall </div> <div class="node-body gallery-body">Maximizing the value of your practice is an important part of most succession plans. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/succession-planning/eight-tips-boosting-value-your-practice" target="_blank">read more</a></p> http://wealthmanagement.com/succession-planning/eight-tips-boosting-value-your-practice#comments Succession Planning Thu, 11 Sep 2014 14:52:00 +0000 632401 at http://wealthmanagement.com In Practice Acquisitions, Avoid the Shotgun Wedding http://wealthmanagement.com/careers/practice-acquisitions-avoid-shotgun-wedding <div class="node-body article-body">Picking up a book from the guy down the street may make for a quick acquisition, but not a successful one, says a new NFP/Aite Group survey. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/careers/practice-acquisitions-avoid-shotgun-wedding" target="_blank">read more</a></p> http://wealthmanagement.com/careers/practice-acquisitions-avoid-shotgun-wedding#comments Industry Succession Planning Careers Wed, 10 Sep 2014 21:41:00 +0000 650201 at http://wealthmanagement.com The Diary of Female Branch Managers http://wealthmanagement.com/careers/diary-female-branch-managers <div class="field-deck"> Two seasoned pros share their experiences </div> <div class="node-body article-body">More women want to become branch managers today, but the role has changed dramatically over the years. Here, two seasoned female branch managers share their experiences. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/careers/diary-female-branch-managers" target="_blank">read more</a></p> http://wealthmanagement.com/careers/diary-female-branch-managers#comments Business Planning Careers Mon, 08 Sep 2014 16:31:00 +0000 647681 at http://wealthmanagement.com ksushsh/iStock/Thinkstock Ten Years of Myths and Moving http://wealthmanagement.com/careers/ten-years-myths-and-moving <div class="field-deck"> In honor of this column’s 10-year anniversary, a look back at the myths about moving and how things have changed. </div> <div class="node-body article-body">In honor of this column’s 10-year anniversary, a look back at the myths about moving and how things have changed. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/careers/ten-years-myths-and-moving" target="_blank">read more</a></p> http://wealthmanagement.com/careers/ten-years-myths-and-moving#comments Business Planning Succession Planning Marketing Careers Mon, 08 Sep 2014 13:01:00 +0000 638101 at http://wealthmanagement.com Copyright Faranak, Getty Images Five Must Attend Advisor Conferences for Fall 2014 http://wealthmanagement.com/practice-management/five-must-attend-advisor-conferences-fall-2014 <div class="node-body gallery-body">As the summer winds down, it’s back to school for financial advisors, with the fall/winter conference season getting underway.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/practice-management/five-must-attend-advisor-conferences-fall-2014" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/five-must-attend-advisor-conferences-fall-2014#comments Industry Careers Practice Management Tue, 26 Aug 2014 15:20:00 +0000 638641 at http://wealthmanagement.com REP. Index: The Rise of Entrepreneurs http://wealthmanagement.com/commentary/rep-index-rise-entrepreneurs <div class="field-deck"> REP. readers do it by the numbers </div> <div class="node-body article-body">With entrepreneurship expanding every day, advisors ought to know who they will be dealing with. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/rep-index-rise-entrepreneurs" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/rep-index-rise-entrepreneurs#comments Commentary Careers Wealth Planning Mon, 25 Aug 2014 18:53:00 +0000 638011 at http://wealthmanagement.com Niche Play http://wealthmanagement.com/marketing/niche-play <div class="field-deck"> Targeting clients who belong to a specific profession can set your practice apart. Here’s how to go about it. </div> <div class="node-body article-body">Targeting clients who belong to a specific profession can set your practice apart. Here’s how to go about it.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/niche-play" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/niche-play#comments Marketing Prospecting Careers Thu, 21 Aug 2014 13:00:00 +0000 634421 at http://wealthmanagement.com Copyright Sarah Jones, Getty Images