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Cerulli Associates
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You’ve recruited women advisors. Now what?
Nina O'Neal
Investment advisor, partner
Archer Investment Management
Every man in the financial services industry should read this article, Nina O’Neal writes.
RIAs not (yet) facing fee pressure
The downward trend in the supply chain is already prompting major changes, and it could soon spill over to advisors’ practices.
How BDs are changing as planning grows more popular
The “breadth and depth of relevant resources” from the home office serve as a critical differentiator, Cerulli says.
Edward Jones sees rise in women advisor ranks, but there’s still work to do
Like other broker-dealers, the firm is far from achieving a ratio of 50/50 men-and-women planners.
Commonwealth grabs $350M team following record recruiting year
The 1,778-advisor firm constitutes the largest privately held IBD, underscoring the growing appeal of boutique-like models.
Franklin Templeton's head of emerging markets to retire: News Scan
Mark Mobius will step down after more than three decades with the firm.
After blockbuster 2017, Focus Financial nabs $800M LPL team
The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.
How to achieve eye-popping annual AUM growth
Consolidators are doubling and tripling RIAs' five-year performance.
What's ahead for ETFs in 2018?
Smart beta growth, fee wars and more attention to risk-management are key trends to watch, say six experts surveyed by Money Management Executive.
Asset growth at regional BDs outpaces the pack
Advisors are jumping to firms with established infrastructure.
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