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January 09, 2014
 
 
 
Top Stories
 
Family Offices Face Growing Squeeze
by CHARLES PAIKERT
 
As the stock market has soared, firms face new competition for both talent and clients.
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Focus Lands 'Unprecedented' $550M Credit Deal From Banks
by CHARLES PAIKERT
 
Focus Financial Partners, one of the most aggressive aggregators, has added $400 million in capital funding, with another $150 million waiting in the wings, scoring one of the industry's largest lending deals from a consortium of large banks.
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Raymond James Lands Advisory Team from LPL
by ANDREW COEN
 
The pair, who managed more than $146 million in client assets, joined Raymond James with a practice named Stonegate Financial.
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Contain
 
3 Big Issues Advisors Are Missing
 
3 Big Issues Advisors Are Missing
by BOB VERES
 
Some of your underlying assumptions may be totally wrong. Here are a few fresh ideas to consider.
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RIA Leaders: 100 Top Fee-Only Firms
by ANN MARSH
 
This year's list includes fast-growing hotshots who are challenging the status quo, established stalwarts and granddaddy firms that have been around for more than a century.
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Recruit for Growth: 16 Questions to Ask
 
Recruit for Growth: 16 Questions to Ask
by GLENN G. KAUTT
 
Your expansion strategy may determine your firm's ultimate success. Be sure to get this one right.
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White Papers
 
Working Smarter: Understanding the RIA Model
 
Help boost long-term Profitability Download our whitepaper: Working Smarter: Understanding the RIA Model The flexibility to serve your clients smartly. Hybrid RIAs are one of the fastest-growing segments within our industry.
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Leveraging Service Providers: Making 401(k) Business Scalable and Profitable
 
Download a new white paper by Guardian Retirement Solutions™ and Jason Roberts, CEO of The Pension Resource Institute to learn how you can more easily and effectively grow your 401(k) business.
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Web Seminars
 
Choosing Among Different ETPs
 
The explosive growth of Exchange Traded Products, including ETFs, have transformed investing.
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Beyond Performance Chasing: The Role of Small Cap Growth in Investors' Portfolios and Retirement Plans
 
Register now to view on demand to gain insights on small cap growth as an asset class and how funds in that asset class, when carefully selected, can provide solid long term results.
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