Practice Management http://wealthmanagement.com/taxonomy/term/6620/more en Seven Apps to Help You Unplug http://wealthmanagement.com/technology/seven-apps-help-you-unplug <div class="node-body gallery-body">For all the benefits of the Internet, research is beginning to show that too much time online can be addicting and drive us to distraction. Of course, there’s an app for that.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/seven-apps-help-you-unplug" target="_blank">read more</a></p> http://wealthmanagement.com/technology/seven-apps-help-you-unplug#comments Business Planning Technology Careers Wed, 20 Aug 2014 17:28:00 +0000 633601 at http://wealthmanagement.com United Capital Builds New Office in HighTower’s Backyard http://wealthmanagement.com/business-planning/united-capital-builds-new-office-hightower-s-backyard <div class="field-deck"> The Chicago office will target new advisors to the industry who want to grow to $200 to $300 million in assets </div> <div class="node-body article-body">Long in the business of acquiring RIAs, United Capital is taking a different tack to achieve growth, with the debut of its first office from scratch in Chicago. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/united-capital-builds-new-office-hightower-s-backyard" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/united-capital-builds-new-office-hightower-s-backyard#comments Business Planning RIAs United Capital Wed, 20 Aug 2014 17:15:00 +0000 634451 at http://wealthmanagement.com <p class="p1">Chris<b> </b>Battreall, at one of the work desks in Chicago, will manage the new office.</p> How Financial Advisors Handle Prospects Who Don’t Qualify Without Insulting Them http://wealthmanagement.com/marketing/how-financial-advisors-handle-prospects-who-don-t-qualify-without-insulting-them <div class="field-deck"> The short answer is, very delicately, but firmly. However there are a handful of scenarios that an advisor should be prepared to address. </div> <div class="node-body article-body">The short answer: very delicately, but firmly. However there are a handful of scenarios that an advisor should be prepared to address. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/how-financial-advisors-handle-prospects-who-don-t-qualify-without-insulting-them" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/how-financial-advisors-handle-prospects-who-don-t-qualify-without-insulting-them#comments Business Planning Marketing Prospecting Practice Management Wed, 20 Aug 2014 15:00:00 +0000 634351 at http://wealthmanagement.com jongjet303/iStock/Thinkstock One Size Doesn't Fit All http://wealthmanagement.com/marketing/one-size-doesnt-fit-all <div class="field-deck"> Want to grow your business? Cut the fees on some of your services, and while you're at it, charge more for others. </div> <div class="node-body article-body">Want to grow your business? Cut the fees on some of your services, and while you're at it, charge more for others.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/one-size-doesnt-fit-all" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/one-size-doesnt-fit-all#comments Business Planning Marketing Practice Management Tue, 19 Aug 2014 15:27:00 +0000 633421 at http://wealthmanagement.com John Shepherd/iStock/Thinkstock Is the Cyber Sweep Too Much to Handle? http://wealthmanagement.com/regulation-compliance/cyber-sweep-too-much-handle <div class="field-deck"> Many small advisors may not have the resources in-house to meet regulators’ expectations </div> <div class="node-body article-body">The recent regulatory focus on cyber security could be a rude awakening for many advisors. For most, it will require outside help and added costs. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/regulation-compliance/cyber-sweep-too-much-handle" target="_blank">read more</a></p> http://wealthmanagement.com/regulation-compliance/cyber-sweep-too-much-handle#comments Technology Regulation & Compliance Fri, 15 Aug 2014 13:00:00 +0000 602511 at http://wealthmanagement.com merznatalia/iStock/Thinkstock Saft on Wealth: The Better Investors Get, the Less it Avails Them http://wealthmanagement.com/industry/saft-wealth-better-investors-get-less-it-avails-them <div class="field-byline"> Reuters </div> <div class="field-deck"> With outperformance from relative skill harder to come by, results driven by luck, which remains constant, become relatively more important </div> <div class="node-body article-body">The good news is that active investment managers are almost certainly better than ever. The bad news is that it matters less and less.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry/saft-wealth-better-investors-get-less-it-avails-them" target="_blank">read more</a></p> http://wealthmanagement.com/industry/saft-wealth-better-investors-get-less-it-avails-them#comments Business Planning Industry Careers Thu, 14 Aug 2014 21:04:00 +0000 629351 at http://wealthmanagement.com <p>Why was Ted Williams the last major leaguer to bat .400? Because there are fewer bad pitchers to fatten hitters&#39; batting averages, much like investment managers are getting better and better at their jobs, too.</p> Copyright Getty Images Can an Algorithm be a Fiduciary? http://wealthmanagement.com/regulation-compliance/can-algorithm-be-fiduciary <div class="field-byline"> Reuters </div> <div class="node-body article-body">A surge of interest in automated investment management firms has sparked debate about who or what can best meet the high ethical standards required by regulators for recommending investments - software or flesh-and-blood advisors?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/regulation-compliance/can-algorithm-be-fiduciary" target="_blank">read more</a></p> http://wealthmanagement.com/regulation-compliance/can-algorithm-be-fiduciary#comments Fiduciary Professions Industry Regulation & Compliance News Thu, 14 Aug 2014 16:30:00 +0000 630351 at http://wealthmanagement.com muratsenel/iStock/Thinkstock Serve the Net Spenders but Don’t Forget About the Net Savers http://wealthmanagement.com/viewpoints/serve-net-spenders-don-t-forget-about-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> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/serve-net-spenders-don-t-forget-about-net-savers" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/serve-net-spenders-don-t-forget-about-net-savers#comments Client Relations Viewpoints Marketing Practice Management Thu, 14 Aug 2014 16:06:00 +0000 630381 at http://wealthmanagement.com petrdlouhy/iStock/Thinkstock <p>Kevin Hoffberg, Russell Investments</p> Your Fantasy Football Name: Team Rainmaker http://wealthmanagement.com/marketing/your-fantasy-football-name-team-rainmaker <div class="node-body article-body">Fantasy football for client acquisition? Oh yes. For football-loving financial advisors, it doesn’t get much better.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/your-fantasy-football-name-team-rainmaker" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/your-fantasy-football-name-team-rainmaker#comments Business Planning Client Relations Marketing Practice Management Thu, 14 Aug 2014 15:00:00 +0000 630321 at http://wealthmanagement.com Ezra Shaw/Getty Images Sport/Getty Images The Coming Decade for Wealth Management http://wealthmanagement.com/marketing/coming-decade-wealth-management <div class="field-byline"> Steve Dunlap </div> <div class="field-deck"> Moving beyond robo-advisors so investors can see the whole picture </div> <div class="node-body article-body">The outlook for the future of wealth management continues to change with the evolving complexity of investors’ financial lives and the tools available to them and their advisors.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/coming-decade-wealth-management" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/coming-decade-wealth-management#comments Business Planning Cetera Financial Group Client Relations Marketing Careers Thu, 14 Aug 2014 13:00:00 +0000 629221 at http://wealthmanagement.com anyaberkut/iStock/Thinkstock <p>Steve Dunlap, Executive Vice President of Wealth Management, Cetera Financial Group</p>