Staffing / Personnel

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  1. Articles

    Advisers hop on mobile CRM trend

    While still figuring out how to use mobility in their practices, advisers are indicating mobile CRMs are here to stay.

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    The latest data on technology at independent broker-dealers

    A snapshot of tech spending and usage at IBDs

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    Tech employed as client service

    Technology is often meant to improve efficiency, but see how one firm's focus on improving its tech has also improved client service.

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    Cybersecurity a major priority in independent broker-dealers' 2015 tech budgets

    Preventing hack attacks is a big concern for independent broker-dealers heading into next year based on their planned technology spending.

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    Going paperless: Advice industry takes on challenge

    In an industry notorious for documents and signatures, firms welcome chance to automate

  4. Articles

    Apple launches iPhone 6 with mobile payment app

    Apple's unveiling of new technology and services is met with a mixed response from financial advisers.

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    Helping advisers unlock their full value

    "Time is precious. So it is important to lead a meaningful life." This lesson was delivered with tremendous power to over 5,200 attendees at our firm's annual focus 2014 conference, held recently in San Diego for our clients, sponsors, employees and guests. The messengers on this occasion were Bob

  6. Articles

    Bank of America doubling down on Merrill Edge

    The banking giant is hiring almost twice its current contingent of 1,700 to serve clients with less than $250,000 in investible assets.

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    How to assess your business from six critical angles

    Such an assessment needs to address where you are today and where you want to be at some point in the not-too-distant future.

  8. Articles

    SEC exams could cost RIAs thousands – or even millions

    New study pegs the annual cost for industry at $310 million, but fees for individual firms would vary based on AUM.

  9. Articles

    HighTower adds $440M team from Merrill

    The hybrid firm has brought on over $1 billion in assets from the wirehouse in the past month.

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    RIA alliances help independent advisers prosper

    Independent adviser alliances have grown up along with the industry, allowing members to share knowledge and feel connected.

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    The real reason behind advisory firms' big gains in AUM

    The average firm saw a 19.2% increase in assets under management year-over-year in 2013. What was behind the growth?

  12. Articles

    It's OK to be lazy

    Rest, and some laziness, is imperative to being really effective with your time.

  13. Articles

    Is fear stunting your growth?

    If you had no fear, would you be running your business and living your life exactly the way you are today? The following chart will help you determine just how much fear rules you. Take a look at the two columns.How many “Fearful” items describe you? (function(d){ var js, id="pikto-embed-js",