In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
Wealth management firms are expected to invest heavily in customer relationship management technology (CRM) over the next three years, according to a new report from Aite Group. The new technology would more efficiently store and manage vast...
Migration to the independent financial advisor model—independent b/ds and RIAs—is likely to continue unabated in 2011, a Fidelity Investments survey about advisor and broker sentiment released today suggests.
Worried that interest rates could rise for years to come, some investors have been dumping their bonds. But the extreme bears are probably overreacting. Under most scenarios, bonds will deliver modestly positive returns in coming years. What sort...
Do you want to know how your pay stacks up against that of your peers? The final deadline for participation is April 18, and that’s coming up. We are depending on your input!
The average financial advisor is in his 50s and mulling retirement. The total number of advisors in the industry has been flat for years and is expected to decline in coming years. These facts are constantly trotted out as proof that a talent...
Genworth Financial has named Martin Klein its new senior vice president and chief financial officer. He was previously a managing director at Barclays Capital, where he headed the Insurance Solutions Group and Pension Solutions Group...
You may have clients who are plaintiffs in a wrongful death or survival lawsuit (based on another's death) or in a lawsuit stemming from their own personal injuries. Those clients, and their personal injury attorneys, often don't realize the...
Rather than pushing change through as quickly as possible, get your employees involved and ask for their input. You'll have much greater success at making your changes work for you and your business.
