Practice Management

Practice Management (170)

Which Advisor Firms Are Growing the Fastest?

Integrated Wealth Concepts LLC in Waltham, MA, Mutual Advisors, LLC in Casper, WY and Oakmont Corporation in Los Angeles, CA are the top three fastest growing financial advisors, according to a new ranking by from the Investment Advisor Association and National Regulatory Services. So reports Yahoo! Finance.


Advice on Getting Qualified Prospects

Canterbury Investment Management conducted a survey of financial professionals about the challenges they face heading into the year. Ninety-five advisors participated in the survey. So reports ETF Trends


Working from Home An ‘Abberation’: Goldman Sachs CEO

David Solomon, the CEO of Goldman Sachs does not think working from home is here to stay. So reports CNBC.


Which Pandemic-related Changes Will FAs Adopt Long-Term?

This past year ushered in some changes that are likely to stick around. In fact, 60% of advisors say they plan to, or may consider, a permanent virtual/in-office hybrid arrangement for their teams, according to a new survey of 396 financial advisors by InCapital.


3 Things FAs Can Do to Beat the Competition

There are three things financial advisors can do to outperform the competition. So reports Financial Advisor Magazine.


Younger Investors Want FAs to Discuss More Topics

Millennial investors and those from Gen Y are looking for financial advisors to broaden the scope of their conversations. Doing so can help deepen trust and increase satisfaction. So reports the National Association of Plan Advisors


Advisor-Client Communications Changes Likely to Stick Post Pandemic

The coronavirus has caused a lot of changes, including the way FAs communicate with clients. And, some of those changes may be permanent. So reports Think Advisor.


Tips for Hiring Junior Advisors

Do you have more work than you can handle? Need to hire staff to help? U.S. News & World Report has some tips for you.


To Keep Clients, Advisors Must Listen More: Study

A survey of 300 U.S. financial professionals by Natixis Investment Managers found that many advisors feel they need to improve their client-relationship skills. So reports CNBC.


4 in 10 Brokers Plan to Go Independent: Survey

A new survey from TD Ameritrade finds that 40% of brokers say they’re more likely now to go independent than they were six months ago. So reports U.S. News & World Report.


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