FEEDPractice Management
Sponsored by Ameriprise Financial
News
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Curian Capital Adds Practice Management VP
Keith Johnson is expected to enhance Curian’s practice management platform with new advisor-facing educational content, sales and marketing presentations, tools and resources.
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Asked and Answered: RIA Industry at a Disruptive Crossroads
Alex Murguia, managing principal of McLean Asset Management and CEO and founder of inStream Solutions, believes advisors should be aware of major changes underway in the planning profession—and should take proactive steps to safeguard their practices. Financial Planning talked to Murguia about his views on the outlook for RIA businesses.
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Top 10 Traits Firms Want From New Advisor Hires
Financial planning, when it’s done right, requires a lot of different skill sets. So what exactly are firms looking for when it’s time to bring someone new aboard? Here's what the people who actually make the personnel decisions had to say.
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Asked and Answered: Keeping New Hires Happy
Succession planning is preoccupying many independent advisor firms. But what are some concrete steps owners can take to make sure their firms continue to thrive far into the future? Financial Planning talked to Dave Grant, CFP, a financial planning analyst with Vantage Financial Partners Limited about how RIA firms can create a working environment that will attract — and keep — younger hires.
