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Articles tagged "Eliza De Pardo"


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Stephen Caruso: RIAs can encourage advisors to embrace a more decentralized approach.

The classic RIA era is sputtering and firms must 'decentralize,' hiring non-advisors to specialize, new Cerulli report shows, or RIAs will 'limp along,' a second consultant says

RIA principals have killed Wall Street with semi-solo shops -- only 35% have 'specialized staff' -- but the comfort zone must evolve for growth

January 13, 2024 at 2:24 AM

Eliza De Pardo: The catch is these are not ordinary circumstances.

RIAs need to race to zap COLAs, install incentives ahead of December performance reviews or face ramifications magnified by spiraling inflation and low morale

Paying staff too little, or too much, is always a risk, but 8% inflation and 20% dip in asset-based revenues from markets magnifies the downside potential of a cost-of-living default alienating talent or killing profits

November 29, 2022 at 12:02 AM

Chip Roame: Wow, that is a crazy lot of people!

Fidelity's strategy to own the financial advice business by owning 'a crazy lot of people' is heading for 28,000 hires in two years

Hiring 16,600 people last year just whetted the $11-trillion Boston company's appetite to make 12,000 more hires in a play to be a category killer in finance.

May 12, 2022 at 3:14 AM

Eliza De Pardo: There's a tendency when you love what you do, and you focus on it to have a bit of tunnel vision at times.

Michael Kitces asks Eliza De Pardo if the $1.5 million RIA revenue threshold is a wall that ends the honeymoon; Short (inconclusive) answer: Yes, but...

The New York City RIA consultant sugarcoats nothing and provides sweetly precise numbers, and stresses that money can't buy enthusiasm.

November 16, 2021 at 6:48 PM

James Surowiecki: Paradoxically, ignoring these people has turned out to be a great way of getting lots of customers.

James Surowiecki has lessons for RIAs about marketing's mushy middle

New Yorker writer warns against the amorphous marketing blob that GM and Dell succumbed to

April 2, 2010 at 5:30 AM

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