Practice Management http://wealthmanagement.com/taxonomy/term/6620/more en Seven Tips for Segmenting Your Book http://wealthmanagement.com/practice-planning/seven-tips-segmenting-your-book <div class="field-byline"> Pete McDougall </div> <div class="node-body gallery-body">Grouping similar clients can help you optimize your business practices.</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/practice-planning/seven-tips-segmenting-your-book" target="_blank">read more</a></p> http://wealthmanagement.com/practice-planning/seven-tips-segmenting-your-book#comments Practice Planning Fri, 06 Mar 2015 17:30:00 +0000 805341 at http://wealthmanagement.com Inheritance Prep for Wealthy Kids Seen as Niche Market http://wealthmanagement.com/client-relations/inheritance-prep-wealthy-kids-seen-niche-market <div class="field-byline"> Reuters </div> <div class="node-body article-body">A growing breed of financial advisers is working with the children of wealthy clients to help them avoid the pitfalls that often come with inheriting a fortune.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/inheritance-prep-wealthy-kids-seen-niche-market" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/inheritance-prep-wealthy-kids-seen-niche-market#comments Client Relations High Net Worth Fri, 06 Mar 2015 17:11:00 +0000 805001 at http://wealthmanagement.com Comstock/Stockbyte/Thinkstock How to Manage Celebrities and Their Money http://wealthmanagement.com/blog/how-manage-celebrities-and-their-money <div class="node-body blog-body">It's not easy dealing with celebrities. It's even harder when you're the one managing - or trying to manage - their money.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/how-manage-celebrities-and-their-money" target="_blank">read more</a></p> http://wealthmanagement.com/blog/how-manage-celebrities-and-their-money#comments Industry Taxes Blogs Client Relations High Net Worth Retirement Planning The Daily Brief Fri, 06 Mar 2015 10:00:00 +0000 801731 at http://wealthmanagement.com Throwing Money at Cybersecurity Not the Answer http://wealthmanagement.com/technology/throwing-money-cybersecurity-not-answer <div class="node-body article-body"><p>With the sheer volume of cyber attacks occurring against financial services firms, it&rsquo;s not enough for RIAs to just spend on technology or an outsourced cybersecurity solution, advisors and firm employees must understand how to use technology and have processes built around it.&nbsp;</p></div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/throwing-money-cybersecurity-not-answer" target="_blank">read more</a></p> http://wealthmanagement.com/technology/throwing-money-cybersecurity-not-answer#comments RIAs Technology Regulation & Compliance Thu, 05 Mar 2015 18:57:00 +0000 801681 at http://wealthmanagement.com RIAs Still Fear FINRA Oversight http://wealthmanagement.com/rias/rias-still-fear-finra-oversight <div class="node-body article-body">Many RIAs still fear FINRA will be the chosen authority to oversee their practices if the SEC moves forward with third-party examiners. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/rias/rias-still-fear-finra-oversight" target="_blank">read more</a></p> http://wealthmanagement.com/rias/rias-still-fear-finra-oversight#comments RIAs Regulation & Compliance Thu, 05 Mar 2015 17:52:00 +0000 801651 at http://wealthmanagement.com Millionaires of Tomorrow Not That Different Than Today's http://wealthmanagement.com/blog/millionaires-tomorrow-not-different-todays <div class="node-body blog-body">Looking to attract the millionaires of tomorrow? A recent study from Fidelity shows they’re not all that different from advisors' current wealthy clients.</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/millionaires-tomorrow-not-different-todays" target="_blank">read more</a></p> http://wealthmanagement.com/blog/millionaires-tomorrow-not-different-todays#comments Blogs Client Relations High Net Worth Advisor Intelligence Thu, 05 Mar 2015 14:00:00 +0000 801151 at http://wealthmanagement.com <p><em>Mhaprang/iStock/Thinkstock</em></p> Want to Build Lasting Client Relationships? Be a 'Sticky Hub' http://wealthmanagement.com/client-relations/want-build-lasting-client-relationships-be-sticky-hub <div class="field-deck"> Sticky is bad when it’s on the bottom of your shoe, but priceless when it comes to building lasting relationships. </div> <div class="node-body article-body">Sticky is bad when it’s on the bottom of your shoe, but priceless when it comes to building lasting relationships.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/want-build-lasting-client-relationships-be-sticky-hub" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/want-build-lasting-client-relationships-be-sticky-hub#comments Business Planning Client Relations High Net Worth Practice Management Wealth Planning Wed, 04 Mar 2015 19:44:00 +0000 799961 at http://wealthmanagement.com William Snyder/iStock/Thinkstock What Advisors Need to Know About the New Age of Marketing http://wealthmanagement.com/marketing/what-advisors-need-know-about-new-age-marketing <div class="field-byline"> Jud Mackrill </div> <div class="field-deck"> An advisor’s brand is no longer about establishing a comfortable and professional workspace for client meetings; now more than ever, the way forward for advisor marketing rests in crafting the investor’s digital experience. </div> <div class="node-body article-body">An advisor’s brand is no longer about establishing a comfortable and professional workspace for client meetings; now more than ever, the way forward for advisor marketing rests in crafting the investor’s digital experience.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/what-advisors-need-know-about-new-age-marketing" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/what-advisors-need-know-about-new-age-marketing#comments Business Planning Client Relations Marketing Wed, 04 Mar 2015 19:08:00 +0000 799941 at http://wealthmanagement.com TCmake_photo/iStock/Thinkstock How a Financial Advisor Brought in $30 Million Last Year http://wealthmanagement.com/marketing/how-financial-advisor-brought-30-million-last-year <div class="field-deck"> The plan revolved around two simple daytime activities that would be executed twice a week during work hours </div> <div class="node-body article-body">The plan revolved around two simple daytime activities that would be executed twice a week during work hours</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/how-financial-advisor-brought-30-million-last-year" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/how-financial-advisor-brought-30-million-last-year#comments Business Planning Client Relations Marketing Practice Management Wed, 04 Mar 2015 17:58:00 +0000 799931 at http://wealthmanagement.com Valeriya/iStock/Thinkstock Bill Gross: Staying Out of the Doghouse http://wealthmanagement.com/blog/bill-gross-staying-out-doghouse <div class="node-body blog-body">In his latest investment outlook, Bill Gross, portfolio manager at Janus Capital Group, tells bond investors how they can stay out of the doghouse, so to speak, when it comes to negative interest rates around the world. </div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/bill-gross-staying-out-doghouse" target="_blank">read more</a></p> http://wealthmanagement.com/blog/bill-gross-staying-out-doghouse#comments Industry Legal People Blogs Business Planning Fixed Income The Daily Brief Tue, 03 Mar 2015 10:00:00 +0000 797321 at http://wealthmanagement.com <p>Kichigin/iStock/Thinkstock</p>