Fidelity gives its execs a one-day crash course in RIA practice management
As a harbinger of a bigger initiative, the financial services giant called Mssrs. Skiles, Welling, Hurley and Rogers to a room in Boston
David Canter accepts demotion at Bluespring after zero closed deals in 2023, but only 14 months on the job is hardly a 'fair testing period,' M&A expert says
Stuart Silverman is replacing Canter on an interim basis after Canter replaced him as president 14 months ago; Canter accepted a 'senior advisor' job to hire his permanent replacement
August 25, 2023 at 3:18 AM
Karl Heckenberg files with SEC to raise a staggering $1 billion, (presumably) to buy, buy, buy RIA stakes in a 'crowded' market
The former CEO and president of Emigrant Partners has launched the Constellation Wealth Capital Fund with a ten-figure funding target.
August 18, 2023 at 3:56 AM
UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture
Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.
July 16, 2022 at 1:35 AM
Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there
The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam
September 10, 2019 at 10:52 PM
See more related moves
Top Executive: Timothy D. Welsh
Another good story about the real value of Practice Management.
With Advisors making better business choices, the focus of practice management changes from tactics to strategy. Many Advisors get caught in the trap of making less-than-effective technology decisions, which result in below average systems, poor deliverables, wasted staff resources, lower profits, practice distractions and much more.
Outsource firms offering complete services, full support, back office support and above average technologies, can and do fix or eliminate many of the problems caused by less than effective choices.
To look at it another way, would you like to spend every day in a house that was built a room at a time (Advisor built solutions based on parts that don’t fit together)?
Or would you like to spend every day in a house professionally designed, built and managed to increase your business efficiency (A complete and full service outsource firm)?
The sad part is, many don’t learn of the difference until years later.
Dynamic Wealth Advisor is a professionally designed, built and managed outsource solution for RIAs and IARs.
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