Opinions http://wealthmanagement.com/taxonomy/term/6617/more en XY Planning Network Explores Partnership with Betterment http://wealthmanagement.com/blog/xy-planning-network-explores-partnership-betterment <div class="node-body blog-body">Many advisors fear that online investment platforms will take their jobs. Instead, one group of advisors is learning to use the technology to their advantage.</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/xy-planning-network-explores-partnership-betterment" target="_blank">read more</a></p> http://wealthmanagement.com/blog/xy-planning-network-explores-partnership-betterment#comments Blogs Technology Asset Management Indie Advisor Fri, 18 Apr 2014 20:14:00 +0000 540091 at http://wealthmanagement.com How Behavioral Finance Can Help You Set and Keep Financial Goals http://wealthmanagement.com/practice-management/how-behavioral-finance-can-help-you-set-and-keep-financial-goals <div class="field-deck"> For financial goal setting to be truly successful, it must account for the way people behave. </div> <div class="node-body article-body">For financial goal setting to be truly successful, it must account for the way people behave.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/practice-management/how-behavioral-finance-can-help-you-set-and-keep-financial-goals" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/how-behavioral-finance-can-help-you-set-and-keep-financial-goals#comments Commentary Practice Management Wed, 16 Apr 2014 15:41:00 +0000 537961 at http://wealthmanagement.com <p>Daniel Crosby</p> LearnVest, Betterment Announce New Funding http://wealthmanagement.com/blog/learnvest-betterment-announce-new-funding <div class="node-body blog-body">Online advice platforms Betterment and LearnVest raised $32 million and $28 million in new funding, respectively. The rise of the robo-advisor continues. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/learnvest-betterment-announce-new-funding" target="_blank">read more</a></p> http://wealthmanagement.com/blog/learnvest-betterment-announce-new-funding#comments Blogs Technology Advisor Intelligence Tue, 15 Apr 2014 18:57:00 +0000 537411 at http://wealthmanagement.com The Blotter Report: Sneaky Suspects http://wealthmanagement.com/blog/blotter-report-sneaky-suspects <div class="node-body blog-body">The owner of a failed New York City-based brokerage firm and his partner are busted for an international kickback scheme, while on the other side of the country a Honolulu woman is charged with using fake credentials to swindle investors. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/rulebook">Rulebook</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/blotter-report-sneaky-suspects" target="_blank">read more</a></p> http://wealthmanagement.com/blog/blotter-report-sneaky-suspects#comments Blogs Legal Rulebook Tue, 15 Apr 2014 13:42:00 +0000 537141 at http://wealthmanagement.com Advisor Moves Trigger Big Growth For Indie Channels http://wealthmanagement.com/blog/advisor-moves-trigger-big-growth-indie-channels <div class="node-body blog-body">Breakaway advisors are expected to increase the independent channels’ market share by 38 percent through 2016, according to Cerulli Associates.</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/advisor-moves-trigger-big-growth-indie-channels" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisor-moves-trigger-big-growth-indie-channels#comments Blogs RIAs Indie Advisor Mon, 14 Apr 2014 13:56:00 +0000 536321 at http://wealthmanagement.com TIAA-CREF To Acquire Nuveen for $6.25B http://wealthmanagement.com/blog/tiaa-cref-acquire-nuveen-625b <div class="node-body blog-body">TIAA-CREF purchased Nuveen Investments from Madison Dearborn Partners on Monday for $6.25 billion, including outstanding debt.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/tiaa-cref-acquire-nuveen-625b" target="_blank">read more</a></p> http://wealthmanagement.com/blog/tiaa-cref-acquire-nuveen-625b#comments Blogs Industry Mutual Funds Advisor Intelligence Mon, 14 Apr 2014 13:47:00 +0000 536181 at http://wealthmanagement.com Planning, Niches Some Common Denominators Among Sucessful FAs http://wealthmanagement.com/blog/planning-niches-some-common-denominators-among-sucessful-fas <div class="node-body blog-body"><p>What differentiates top advisors? According to a recent Fidelity Advisor Insights study, planning and concentrating on specific client segments has a lot to do with it.</p> <p>High performing advisors&mdash;which Fidelity identified as those with AUM that was 75 percent higher than average advisors and double the average advisor&rsquo;s compensation&mdash;earn an average of $422,000, compared to the $212,000 average advisors earn. Moreover, these successful advisors manage an average of $100 million in client assets, versus the $57 million AUM by other advisors.</p></div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/planning-niches-some-common-denominators-among-sucessful-fas" target="_blank">read more</a></p> http://wealthmanagement.com/blog/planning-niches-some-common-denominators-among-sucessful-fas#comments Blogs Business Planning Advisor Intelligence Fri, 11 Apr 2014 13:55:00 +0000 536561 at http://wealthmanagement.com Six Lessons To Learn from Robo-Advisors http://wealthmanagement.com/technology/six-lessons-learn-robo-advisors <div class="field-byline"> Raef Lee </div> <div class="node-body gallery-body">Once you have seen the competition in action, it is easy to incorporate some of the best ideas into your plans for future. One group that we can learn from is the so-called "robo-advisors," argues SEI Advisor Network's Raef Lee. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/six-lessons-learn-robo-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/technology/six-lessons-learn-robo-advisors#comments Commentary Technology Thu, 10 Apr 2014 13:15:00 +0000 531881 at http://wealthmanagement.com Don’t Be Controlled by the Calendar http://wealthmanagement.com/commentary/don-t-be-controlled-calendar <div class="field-deck"> The calendar is a convenient organizing principle, but it is in no way the optimal one for taking care of wealth management clients in the 21st century. </div> <div class="node-body article-body">The calendar is a convenient organizing principle, but it is in no way the optimal one for taking care of wealth management clients in the 21st century.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/don-t-be-controlled-calendar" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/don-t-be-controlled-calendar#comments Commentary Mon, 07 Apr 2014 17:29:00 +0000 531321 at http://wealthmanagement.com Market Upswing Hides Underlying Business Faults http://wealthmanagement.com/blog/market-upswing-hides-underlying-business-faults <div class="node-body blog-body">Markets buoyed business for financial advisors last year, but the rally masked underlying issues such as declining client retention, lower fees and an aging client base. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/market-upswing-hides-underlying-business-faults" target="_blank">read more</a></p> http://wealthmanagement.com/blog/market-upswing-hides-underlying-business-faults#comments Blogs Industry Advisor Intelligence Mon, 07 Apr 2014 13:43:00 +0000 530971 at http://wealthmanagement.com