Charles Paikert

Sales commissions may decrease, but new assets are expected to come on the platform.

"With so many buyers, it’s a good time to be a seller," according to the Nuveen/DeVoe RIA Deal Book.

To maximize efficiency, segment clients into groups generating over $5,000 in revenue and those that don't, says Alyssa Von Herbulis of Russell Investments.

Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.

“The election could be disruptive to this rule,” Brian Hamburger predicted.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.

Megent is planning to expand its union-sponsored retirement plan services.

Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.

Before joining Dynasty, Gordon Abel headed financial services marketing for the search giant.

One of the industry's largest aggregators now has around $15B in AUM.

"We anticipate rapid growth within the Texas market,” says Jeff Dekko, CEO of Wealth Enhancement Group.

Telling good stories and providing clear graphics can help advisers manage emotions as well as assets.

Advisors are now helping clients think about living to 100 and beyond.

Despite a challenging operating environment, the broker-dealer’s earnings soar from the previous quarter.

“Racial bias does exist. Anybody who says it doesn’t is kidding themselves,” says Tony Barrett, a complex manager for Raymond James.

“Our growth is going to be organic,” says Raymond James Financial CEO Paul Reilly, who adds that he has “concerns” about the DoL rule.

"Direct-to-consumer is not our model," says Scott Curtis, president, Raymond James Financial Services.

Demand for advisory firms is growing, investment bankers say.

The rule could "very much professionalize an industry that very much needs it," says Robert Johnson, president of the planning school.

Parthemer worked with pro athletes and frequented South Beach clubs with rap stars.