Important Lessons From a Big Firm Merger

News, Analysis and Ideas for Registered Investment Advisors RIA IQ Online/Mobile Version|Home| Ce Quiz| BD Data|Guides/Supplements|Subscribe|Add to Safe Senders List September 5, 2013 FOLLOW US: Important Lessons From a Big Firm Merger A year after a firm merger, one of the principals looks at some of the problems and some pleasant surprises. How to Fix Advisors’ HR Woes Now that profits are at record highs, financial advisors' next priority should be better people management, a new industry study suggests. FPA Makes Change on Fee Disclosure Options Amid growing industry debate over compensation disclosure, the FPA has changed the compensation disclosure options on its website. Turn On Your Favorite Channel Rethinking Retirement  For breaking news, targeted insights and expert coverage of retirement, visit Financial Planning's Rethinking Retirement Channel now - and everyday! CFP Board’s Director of Investigations to Exit Rex Staples, the director of investigations for the beleaguered CFP Board of Standards, is stepping down. 3 Blogging Tips for Advisors Blogging requires a commitment, but if approached the correct way, it should not be a burden. Here are a few tips that are currently helping solo advisor Dave Grant. How to Turn Site Visitors Into Clients The goal of your website is to gather contact information so that you can reach out to prospects. You can do this using a three-step process. Connect With Us Anywhere, Anytime Download Our Apps for iPad®, iPhone® and Android™ Access Financial Planning's dynamic features and content right from the palm of your hand. Visit the App Store or Android Market to download now! Research Roundup: Dividends Matter Many people think of emerging market stocks as pure growth plays, and may not realize that there is a separate potential benefit—dividends—that can also be available to investors in these markets. - Mark Mobius, Templeton Emerging Markets Group Contact Us Samantha Allen samantha.allen@sourcemedia.com Digital Managing Editor Phone: 212.803.8752 Mike Schott michael.schott@sourcemedia.com Group Publisher Phone: 212.803.8567 Videos How Will You Get Where You Want to Be? Helping Advisors with Social Media Raymond James Unveils New Advisor Pricing Selecting the Right Advisor Coach Slide Shows 8 Things Financial Advisors Shouldn't Do on LinkedIn 5 Ways Advisors Can Help Clients Slash Health Care Costs 12 Advisor Trends That Will Shape the Next Decade 7 Keys to Creating a Standout Brand 7 Mistakes to Help Clients Avoid When Planning for Retirement Web Seminars The Four Essential Steps to Becoming an RIA. Helping Clients Rethink a Risk-off Mentality Turnkey Sales Programs: How to Distinguish a ‘Good Story’ From a True Growth Opportunity. The Unintended Consequences of Inflation Protection © 2013 SourceMedia. All rights reserved. You are currently subscribed to RIA IQ as: buzzhairs.finance@blogger.com. Send this Newsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809