August 25, 2010 Will the coming months be like running your second marathon?... July 08, 2010 the top Wealth Managers in the U.S. are looking to restart their growth, find new clients and new markets, and reinvigorate their strategy and their people. ... July 01, 2010 test abstract...... January 26, 2010 Theoretically, there should be more mergers of wirehouse teams into wealth management firms. Why aren’t there?... October 28, 2009 Many firms are finding it difficult to get growing again.... September 29, 2009 Why is it that some former top firms are no longer on the Top Wealth Manager’s list?... May 19, 2009 There is a tendency for rain to come down when you are replacing the roof of your house. For many practices the rain came while they were changing their ownership.... April 28, 2009 As much optimism as I have about the future of the wealth management industry, I have an equal amount of pessimism that in trying to rebuild and re-grow our firms we will once again fail to protect them from future disasters. ... April 01, 2009 The difficult decisions forced on us by the market and the emotional drain of seeing the devastating effect on clients is causing many advisors to consider quitting. ... March 01, 2009 The position of client service administrator (CSA) has not only become pervasive throughout the wealth management industry, but has also become the backbone of many of the service capabilities a wealth management team provides. ... February 01, 2009 After 2008, clients want and deserve to know: “Who was managing my money while this happened? Was it you? Was it this other firm you hired? What were you doing while this was happening?”... December 31, 2008 As much energy and empathy as we are all spending on our clients, we may be overlooking another group of stakeholders whose portfolios have been damaged even more during this market crisis—our employe... November 30, 2008 I believe that the single biggest mistake that wealth management firms can make today is to allow themselves to panic and stop investing in their business. Reducing staff or delaying necessary investm... October 31, 2008 There are much more formal definitions for the term “organizational culture,” but my favorite is “what happens when no one is watching.” In my experience, the difference between a successful wealth ma... August 31, 2008 Chess players often say that the perfect game ends in a draw. After a series of precisely calculated moves on both sides, the result is a fruitless standstill. In a way, to win a chess game a player m... June 30, 2008 It must be confusing to be a Junior Advisor—on one hand being told that you are the future of the firm (and the industry) and on the other, feeling underutilized, underpaid and generally unclear about... |