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Registered Rep.
July 16, 2014
Diana Britton |
Asset Management Growth Belies Systemic Decline in Revenue The global asset management industry had a pretty good 2013, with record assets under management and profits soaring 17 percent over 2012, a new Boston Consulting Group report shows.   |
Registered Rep.
September 13, 2012
Diana Britton |
The Newest Threat to Asset Managers: The Wirehouses Global asset management revenue remains on the same downward trend since 2007, but there's a new threat to their profitability -- the wirehouses. |
Registered Rep.
July 20, 2010
Jerry Gleeson |
Consultant: Profit Growth Poses New Challenges for Asset Managers Cutting costs can be quick and easy, but it isn't a guarantee that asset managers can grow profitability, according to a new report by Boston Consulting Group. |
Registered Rep.
July 5, 2011
Jerry Gleeson |
Schwab Finds RIAs Posted Record 2010 Revenue, AUM Average profits surged 45 percent last year among registered investment advisors surveyed, but don't look for a repeat of this year. |
Registered Rep.
July 1, 2011
Jerry Gleeson |
Selling Alpha? BAD MOVE. Talon Asset Management announces it is selling about two-thirds of its business to global investment manager BNY Mellon. |
Registered Rep.
November 1, 2006
Kevin Burke |
Money Managers Don't Get RIA Market A large number of money managers still haven't figured out how to tap the registered investment advisor market to sell their funds, according to research. |
The Motley Fool
February 27, 2008
Matt Koppenheffer |
Investing in Investors There's big business out there for asset managers, and big profits for people investing in asset managers. |
Registered Rep.
June 9, 2014
Megan Leonhardt |
Costs Weigh Down U.S. Wealth Business U.S. and Canadian brokerages continued to have the most cost-intensive wealth management model, leading to relatively flat profit levels. |
Investment Advisor
September 2008
Kara P. Stapleton |
Catching up with... Steve Lundquist, recently appointed head of the Registered Investment Advisor channel for JPMorgan Funds, speaks about his business strategy. |
Investment Advisor
February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. |
On Wall Street
June 1, 2011
Carl Resnick |
ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available. |
Registered Rep.
February 1, 2006
Russ Alan Prince |
Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market. |
Financial Planning
October 1, 2009
Conrad & Mitchell |
Indies' Gain Ground Registered investment advisor firms, independent broker-dealers and dually registered advisors are gaining market shares at the expense of wirehouses. |
Registered Rep.
July 8, 2015
Jerry Gleeson |
No Slowing RIA Growth In the financial advisory industry there are potential regulatory burdens, fickle investors, and crafty competitors -- but nothing has changed the relentless march of the registered investment advisor space since the 2008 crash. |
Registered Rep.
November 1, 2005
Kevin Burke |
Actively Adding Value to Passive Investments Separately managed accounts that invest exclusively in exchange-traded funds are vying for a place at the advisory table, as an increasing number of money managers look to cash in on the popularity of these very cheap, very liquid investments. |
Financial Planning
June 1, 2009
Donna Mitchell |
M & A: Who's Buying? Forget the dearth of capital afflicting the rest of the financial industry: RIA firms have access to plenty of money for mergers and acquisitions. |
Financial Planning
December 1, 2006
Elizabeth O'Brien |
White Paper While the asset management industry remains highly profitable overall, five key challenges are putting pressure on firms. |
Registered Rep.
February 23, 2010
Halah Touryalai |
Clients, The New Breakaways First, there was the breakaway broker phenomenon; now, it seems, we have a growing vogue of breakaway clients -- former wirehouse investors who ditch their old advisors for new ones at independent RIAs or broker/dealers. |
Registered Rep.
January 21, 2011
Diana Britton |
Merrill Lynch Revenue, Advisor Productivity Indicate Improved Investor Appetite Bank of America's Global Wealth & Investment Management unit, which includes Merrill Lynch, posted increased revenue and advisor productivity in the fourth quarter, signs investors may be shifting assets into longer-term, higher-margin products |
Registered Rep.
July 16, 2010
Jerry Gleeson |
A Mixed Second Quarter for Merrill, Schwab Second-quarter earnings results posted today by Merrill Lynch and Charles Schwab Corp. offered a mixed picture to financial advisors hoping for a stronger recovery. |
Investment Advisor
November 2009
James J. Green |
Hybrids on the Rise Asset managers have reacted to the market crisis of 2008 by cutting their overall salesforce personnel by about 5%. |
Financial Planning
September 1, 2011
Donna Mitchell |
Happy Mediums Online brokerage giants are taking market share from almost every segment of the financial advisory business - except for RIAs. |
Wall Street & Technology
May 31, 2007
Melanie Rodier |
Questar Asset Management Releases New Investor Advisor Platform The registered investment advisor released its new Wealth Designs platform through FundQuest, a provider of turnkey asset management solutions. |
Financial Planning
April 1, 2008
Stacy Schultz |
Growing RIAs A new study from Fidelity Investments found that registered investment advisory firms have grown their assets under management an average of 55% over the past three years. |
Financial Advisor
July 2006
Dorothy Hinchcliff |
Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices. |
Financial Planning
February 1, 2005
Donald Jay Korn |
New Directions Exchange-traded funds offer strategic advantages to financial planners who believe in active management, as well as those who favor indexing. |
Registered Rep.
April 15, 2011
Kristen French |
Merrill Earnings Strongest Since Bank of America Takeover Bank of America's Global Wealth and Investment Management division, which includes Merrill Lynch, reported its highest earnings since Bank of America's takeover of Merrill in late 2008, as asset management and brokerage fees rose. |
Financial Planning
October 1, 2009
Donna Mitchell |
ETFs Activated A new white paper examines the performance of exchange-traded funds (ETFs) from 1998 to 2008, and provides insight into what is ahead for ETFs. |
Investment Advisor
December 2008
James J. Green |
The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future. |
Registered Rep.
July 7, 2010
David A. Geracioti |
Compensation 2010. Crisis? What Crisis? 2009 income for RIAs -- while lower than 2008, in some cases by a lot -- rebounded fairly nicely, bringing earnings back to 2007 levels. |
Registered Rep.
April 3, 2012
Diana Britton |
Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about. |
Investment Advisor
October 2008 |
Asset Allocation, October 2008 This month's recommended asset allocations from Investment Advisor's panel of distinguished economists and money managers. |
Financial Planning
October 1, 2006
Marshall Eckblad |
Advisor Pulse The registered investment advisor market continues to add assets at a hefty rate. |
On Wall Street
July 1, 2012
Lorie Konish |
Global Wealth Makes Its Move Private wealth fell 0.9% to $38 trillion in North America in 2011, yet rose 10.7% to $23.7 trillion in the Asia-Pacific region. Welcome to the new reality of a so-called "two-speed world." |
Registered Rep.
November 6, 2012
John Aidan Byrne |
DIY Platforms Are Gaining the Mass Affluent Pressure to serve only the wealthiest, wirehouses are ceding the mass affluent to the independent, DIY brokerage platforms. Indeed, "direct" brokerages are beginning to offer more advice. |
Financial Advisor
July 2011 |
Frontline News Advisors Using Fewer Asset Managers... The New CFPs... Avoid The Analyst Herd... etc. |
Financial Advisor
August 2005
Sydney LeBlanc |
ETFs and SMAs: Side By Side Now, separately managed accounts can mean anything, from an entire basket of different separate account managers to an account also holding mutual funds, cash, and exchange-traded funds, or ETFs. Of these companion investment vehicles, ETFs are proving to be one of the most popular. |
Registered Rep.
July 26, 2011
John Aidan Byrne |
Online Brokerages Still Grabbing Market Share From Wirehouses Online brokerages continue to take market share from the wirehouses, according to a new report. |
The Motley Fool
August 10, 2010
Andrew Bond |
T. Rowe Price: Strengths, Weaknesses, Opportunities, Threats A look inside the business of T. Rowe Price. |
Registered Rep.
May 31, 2011
Charles Paikert |
Wealth Management Business Booming, but Pricing Practices Questioned Questions arise from a widely anticipated new study from The Boston Consulting Group released yesterday. |
Financial Planning
November 1, 2008
Ingrid Case |
Take It Off As former Wall Street institutions lie in ruins, experts are predicting that the forces that brought them down -- and changes that these downfalls may unleash -- will make life far different for financial advisors in the not-so-distant future. |
Registered Rep.
October 31, 2011
Diana Britton |
Going Public: Advisors Take Investment Ideas Mainstream With ETFs Some advisors are finding that launching an ETF can strengthen relationships with existing clients by reinforcing the value-add. |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
Investment Advisor
March 2008 |
Asset Allocation, March 2008 The monthly recommendations from the IA asset allocation gurus. |
Investment Advisor
May 2008 |
Asset Allocation, May 2008 The monthly recommendations from the IA asset allocation gurus |
Investment Advisor
April 2008 |
Asset Allocation, April 2008 Read on for the monthly recommendations from the IA asset allocation gurus. |
Investment Advisor
November 2007 |
Asset Allocation, November 2007 The monthly recommendations from the IA asset allocation gurus |
Investment Advisor
September 2008 |
Asset Allocation, August 2008 Monthly recommendations from the asset allocation panel. |
Investment Advisor
February 2008 |
Asset Allocation, February 2008 The monthly recommendations from the IA asset allocation gurus. |
Financial Advisor
July 2006 |
RIA Firms Ranked By 2005 Asset Growth Asset Category: $1 Billion and Over -- Symmetry Partners, LLC... Ronald Blue & Co., LLC... Oxford Financial Group... Asset Category: $500 Million to $1 Billion -- Massey Quick & Co... F&D Advisors, LLC... etc. |
