White Papers http://wealthmanagement.com/taxonomy/term/6598/more en Changing Firms: 5 Steps For a Smooth Transition http://wealthmanagement.com/white-papers/changing-firms-5-steps-smooth-transition <div class="node-body article-body">WealthManagement.com hosted roundtable discussions with several successful advisors, as well as with consultants and industry experts who focus on helping advisors navigate the challenges of switching firms. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/changing-firms-5-steps-smooth-transition" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/changing-firms-5-steps-smooth-transition#comments Careers White Papers White Papers Tue, 12 Aug 2014 14:22:00 +0000 628071 at http://wealthmanagement.com The Hybrid RIA Advantage http://wealthmanagement.com/white-papers/hybrid-ria-advantage <div class="node-body article-body">Operating as an RIA offers greater flexibility in managing and growing your practice, but the downside is loss of a number of helpful tools, technologies, and services to make your business more successful and efficient. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/hybrid-ria-advantage" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/hybrid-ria-advantage#comments Practice Management White Papers White Papers Tue, 12 Aug 2014 14:10:00 +0000 628061 at http://wealthmanagement.com Building Trust with Today's Investors http://wealthmanagement.com/white-papers/building-trust-todays-investors <div class="node-body article-body">There are many components to an advisor-client relationship—one of the most critical is trust. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/building-trust-todays-investors" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/building-trust-todays-investors#comments Practice Management White Papers White Papers Mon, 28 Jul 2014 18:00:00 +0000 615361 at http://wealthmanagement.com Social Media: Where Advisors Succeed, and Struggle http://wealthmanagement.com/white-papers/social-media-where-advisors-succeed-and-struggle <div class="node-body article-body">Advisors are rapidly adopting social media. In 2011, only 51% were using social media; today, that number is 83%, according to WealthManagement.com research.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/social-media-where-advisors-succeed-and-struggle" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/social-media-where-advisors-succeed-and-struggle#comments Practice Management White Papers White Papers Tue, 27 May 2014 19:35:00 +0000 569211 at http://wealthmanagement.com Exploring Independence http://wealthmanagement.com/white-papers/exploring-independence <div class="field-deck"> An Overview of the Registered Investment Advisor Model </div> <div class="node-body article-body">Financial advisors today have an unprecedented number of options. Sophisticated technology and increased access to financial products make it easier than ever to explore independence.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/exploring-independence" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/exploring-independence#comments Careers White Papers White Papers Fri, 16 May 2014 18:05:00 +0000 561351 at http://wealthmanagement.com Essentials of Target-Date Design and Analysis http://wealthmanagement.com/white-papers/essentials-target-date-design-and-analysis <div class="node-body article-body">Target-date funds are evolving with their life span covering some of the most volatile and challenging years in market history. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/essentials-target-date-design-and-analysis" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/essentials-target-date-design-and-analysis#comments Investment White Papers White Papers Thu, 15 May 2014 15:26:00 +0000 560671 at http://wealthmanagement.com Advanced Portfolio Risk Management http://wealthmanagement.com/white-papers/advanced-portfolio-risk-management <div class="node-body article-body">This article series focuses on advanced portfolio risk. Holding true to Investment Management Consultants Association®’s reputation as the provider of advanced financial education, these articles are a sample of the content found in IMCA’s Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) credentials, conferences, membership, and publications. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/advanced-portfolio-risk-management" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/advanced-portfolio-risk-management#comments Investment White Papers White Papers Thu, 15 May 2014 15:16:00 +0000 560651 at http://wealthmanagement.com Emerging Markets: Investing in Developing Economies Can Pay Dividends http://wealthmanagement.com/white-papers/emerging-markets-investing-developing-economies-can-pay-dividends <div class="node-body article-body">When investors consider allocating to emerging markets, their primary objective typically is to capture the growth potential of these dynamic regions of the world. But investing in developing economies does not necessarily require a dedicated focus on growth-oriented or high-volatility companies.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/emerging-markets-investing-developing-economies-can-pay-dividends" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/emerging-markets-investing-developing-economies-can-pay-dividends#comments Investment White Papers White Papers Mon, 05 May 2014 16:08:00 +0000 552141 at http://wealthmanagement.com 2014 Legg Mason Global Investment Survey http://wealthmanagement.com/trending-now/2014-legg-mason-global-investment-survey <div class="node-body article-body">The Legg Mason Global Investment Survey 2014, one of the largest global surveys with 4,320 respondents worldwide, talked to investors to find out what is trending now in investor confidence, retirement, alternatives, investment opportunities and use of a financial advisor to guide in decision making. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/trending-now/2014-legg-mason-global-investment-survey" target="_blank">read more</a></p> http://wealthmanagement.com/trending-now/2014-legg-mason-global-investment-survey#comments Trending Now Investment White Papers White Papers Fri, 25 Apr 2014 15:19:00 +0000 544941 at http://wealthmanagement.com The New Geography of Investing Approach to Portfolio Construction http://wealthmanagement.com/white-papers/new-geography-investing-approach-portfolio-construction <div class="node-body article-body">Today’s investment environment requires a truly global perspective, a vision that takes into account the changing nature of the world’s economies and markets. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/new-geography-investing-approach-portfolio-construction" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/new-geography-investing-approach-portfolio-construction#comments Investment White Papers White Papers Fri, 28 Mar 2014 18:58:00 +0000 525231 at http://wealthmanagement.com