Research http://wealthmanagement.com/taxonomy/term/6594/more en Client Acquisition Best Practices: 2015 Industry Survey http://wealthmanagement.com/client-acquisition-best-practices-2015-industry-survey <div class="node-body link-body"><p>What client acquisition strategies are yielding the best results for advisors? Which ones are less successful?</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/RME360_logo_0515_2.jpeg?1432154186" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> Open In New Window </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-acquisition-best-practices-2015-industry-survey" target="_blank">read more</a></p> Webinars Practice Management Webinars Prospecting Wed, 20 May 2015 20:32:00 +0000 898041 at http://wealthmanagement.com Emerging Markets Local Price Perspective http://wealthmanagement.com/white-papers/emerging-markets-local-price-perspective <div class="node-body article-body">The past few years have been turbulent for investors in emerging markets-particularly for those investing in local currency bonds. Andrew Keirle, portfolio manager for the Emerging Markets Local Currency Bond Strategy, explains why the recent volatility may present a compelling opportunity for long-term global investors.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/emerging-markets-local-price-perspective" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/emerging-markets-local-price-perspective#comments Investment White Papers White Papers Tue, 19 May 2015 19:36:00 +0000 897711 at http://wealthmanagement.com Add Flexibility to Your Clients' Retirement Income Strategy http://wealthmanagement.com/add-flexibility-your-clients-retirement-income-strategy <div class="node-body link-body">Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution.</div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/Metlife_0.png?1431962154" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> Open In New Window </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/add-flexibility-your-clients-retirement-income-strategy" target="_blank">read more</a></p> Webinars Wealth Planning Webinars Retirement Planning Mon, 18 May 2015 15:13:00 +0000 897411 at http://wealthmanagement.com Rethinking Risk http://wealthmanagement.com/white-papers/rethinking-risk <div class="node-body article-body">These articles from the Investments & Wealth Monitor focus on risk management for hedge fund allocators and a forward-looking approach to international equity risk allocation. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/rethinking-risk" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/rethinking-risk#comments Investment White Papers White Papers Fri, 15 May 2015 14:53:00 +0000 895881 at http://wealthmanagement.com Culture and Sustainable Alpha Generation: Six Key Factors http://wealthmanagement.com/white-papers/culture-and-sustainable-alpha-generation-six-key-factors <div class="node-body article-body">Culture is at the heart of competitive advantage today in every industry, but particularly in investment firms where people and their judgments are the chief assets. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/culture-and-sustainable-alpha-generation-six-key-factors" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/culture-and-sustainable-alpha-generation-six-key-factors#comments Investment White Papers White Papers Fri, 01 May 2015 18:02:00 +0000 863871 at http://wealthmanagement.com The Top 10 Most Influential IBDs on Social Media 2015 http://wealthmanagement.com/rankings/top-10-most-influential-ibds-social-media-2015 <div class="node-body gallery-body">Almost half of advisors at independent broker/dealers use social media, according to WealthManagement.com’s All-Channel Benchmarking Survey. But what about the firms themselves? Here are the top 10 IBDs that best take advantage of this marketing tool.</div> <div class="field-interstitial-ads-frequency"> <span>Interstitial Ads Frequency:&nbsp;</span> -1 </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/rankings/top-10-most-influential-ibds-social-media-2015" target="_blank">read more</a></p> http://wealthmanagement.com/rankings/top-10-most-influential-ibds-social-media-2015#comments IBDs Rankings Fri, 01 May 2015 09:05:00 +0000 855111 at http://wealthmanagement.com Millionaires Don't Know When to Quit http://wealthmanagement.com/high-net-worth/millionaires-dont-know-when-quit <div class="node-body article-body">New report from UBS shows enough never seems to be enough for millionaire clients. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/millionaires-dont-know-when-quit" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/millionaires-dont-know-when-quit#comments Third-Party Research High Net Worth Wirehouse Tue, 28 Apr 2015 16:56:00 +0000 852541 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images The 25 Most Influential IBDs on Social Media 2015 http://wealthmanagement.com/rankings/25-most-influential-ibds-social-media-2015 <div class="node-body data_table-body">In our second annual ranking, REP. magazine graded the top 25 largest IBDs on their social media footprint across Twitter, LinkedIn and Facebook.</div> <div class="field-csv-file"> <span>CSV File:&nbsp;</span> <div class="filefield-file"><img class="filefield-icon field-icon-text-csv" alt="text/csv icon" src="http://wealthmanagement.com/sites/all/modules/contrib/filefield/icons/text-x-generic.png" /><a href="http://wealthmanagement.com/site-files/wealthmanagement.com/files/data-tables/Most Influential IBDs Social Media 2015.csv" type="text/csv; length=1376">Most Influential IBDs Social Media 2015.csv</a></div> </div> <div class="field-disable-sidebar"> Off </div> <fieldset class="fieldgroup group-images"><legend>Images</legend> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2015/04/social-media-rawpixel-ltd-istock-thinkstockphotos-491323049.jpg?1430412416" /> </div> </fieldset> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/rankings/25-most-influential-ibds-social-media-2015" target="_blank">read more</a></p> http://wealthmanagement.com/rankings/25-most-influential-ibds-social-media-2015#comments IBDs Rankings Freemium Tue, 28 Apr 2015 13:33:00 +0000 842661 at http://wealthmanagement.com Rawpixel Ltd/iStock/Thinkstock Private Equity, Banks Get Back in the RIA Deal Game http://wealthmanagement.com/blog/private-equity-banks-get-back-ria-deal-game <div class="node-body blog-body">After essentially sitting on the sidelines during 2014, private equity firms and banks were again buying up RIAs in the first quarter of 2015, according to DeVoe & Company. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/indie-advisor">Indie Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/private-equity-banks-get-back-ria-deal-game" target="_blank">read more</a></p> http://wealthmanagement.com/blog/private-equity-banks-get-back-ria-deal-game#comments RIAs Blogs Third-Party Research Indie Advisor Fri, 24 Apr 2015 13:57:00 +0000 845701 at http://wealthmanagement.com Special Family Situations - Divorced and Surviving Spouses: Explaining What Very Few People Realize http://wealthmanagement.com/special-family-situations-divorced-and-surviving-spouses-explaining-what-very-few-people-realize <div class="node-body link-body"><p>In this 3rd and final session of our Social Security webinar series, we will cover the under-served markets for divorced and survivor benefits, where there are special benefits that so many people miss out on.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/st-judes-logo.jpg?1429804991" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> Open In New Window </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/special-family-situations-divorced-and-surviving-spouses-explaining-what-very-few-people-realize" target="_blank">read more</a></p> Webinars Wealth Planning Webinars Estate Planning Thu, 23 Apr 2015 15:01:00 +0000 845381 at http://wealthmanagement.com