Publications
Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophistication
May 2013| RIABiz
As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game. (continue reading …)
Building Your Advisory Business: From Theory to Practice
March 12, 2013 | Junxure
Building an advisory business is much like running a marathon.(continue reading…)
Ric Edelman Looking to Add $1-Billion RIA Elephant Even As He Unveils an Online Consumer Strategy Aimed at the Chipmunks
October 29, 2012 | RIABiz
Ric Edelman has never been short on big plans, and right now he has two whoppers in the works that address the top and bottom ranges of investor dollars. (continue reading…)
Finally, an RIA Business-of-the-Business Book with a Journalistic Soul
October 24, 2012 | RIABiz
For a big wealth management firm to grow big and solid, it needs to have a good CEO who makes big, difficult decisions that are often unpopular but need to made anyway. (continue reading…)
The 10 things Morgan, Merrill, UBS and Wells Fargo could do if they really, really wanted to stem the RIA tide
October 9, 2012 | RIABiz
Advisors are happy to hand over the blueprint to wirehouses because they’re certain the firms are too fainthearted to execute it. (continue reading…)
How Charles Goldman, Philip Palaveev, Brian Hamburger and Tim Oden — and my cabbie — caught my attention at MarketCounsel Summit
September 29, 2012 | RIABiz
Tussels over scale, branding and professional service played out vividly in Vegas. (continue reading…)
There Are No More Free Clients
September 13, 2012 | AdvisorOne
In a wide ranging interview with AdvisorOne on Thursday in advance of his presentation at MarketCounsel’s Member Summit 2012, Philip Palaveev, the Moss Adams and most recently Fusion Advisor Network alum, expanded on his announcement last week that he will start a consulting firm for “ensemble” practices. He also offered his insight on developing trends within the RIA industry. (continue reading…)
Former Fusion President Launches Team-Based Consulting Firm
September 7, 2012 | RIABiz
The way Philip Palaveev puts it is that he gained his academic grounding in the advisory business doing research for Moss Adams LP and learned about humans from his recent stint as the staff consultant to the advisors in the Fusion Advisor Network. (continue reading…)
Former Fusion President Launches Team-Based Consulting Firm
September 6, 2012 | Wealth Management
Philip Palaveev, former president of the Fusion Advisor Network, has launched his own consulting firm focused on helping advisors build team-based practices. (continue reading…)
Palaveev Forms Team-Based Consulting Firm For Advisors
September 6, 2012 | AdvisorOne
Philip Palaveev, the former Fusion Advisor Network CEO and Moss Adams consultant, announced Thursday the launch of a new consulting firm—The Ensemble Practice—that will focus on long-term engagements with advisory firms that have from $1 million to $5 milion in annual revenue that have already “experienced success in attracting clients” but are looking to become better organized, grow more quickly and become more profitable. (continue reading…)
Insights From the 2012 Top Wealth Managers Survey, Pt. 1: What Makes a Firm ‘Top’?
August 29, 2012 | AdvisorOne
The wealth management industry is rapidly changing and has entered into the mature stages of its evolution. The average wealth management firm is not only much larger, but is also a more prominent competitor with a well-established brand, presence and reach into the very top levels of the high-net-worth market. (continue reading…)
Insights From the 2012 Top Wealth Managers Survey, Pt. 2: What Makes a Firm ‘Top’?
August 28, 2012 | AdvisorOne
In the overview of the findings of the 2012 Top Wealth Managers survey, part one of our analysis of the survey, we argued that the wealth management industry is rapidly changing and has entered into the mature stages of its evolution. In this article, we focus on findings from the survey that shed light on the Top Wealth Managers’ profits and productivity. (continue reading…)
Insights From the 2012 Top Wealth Managers Survey, Pt. 3: What Makes a Firm ‘Top’?
August 27, 2012 | AdvisorOne
In the overview of the findings of the 2012 Top Wealth Managers survey, part one of our analysis of the survey, we argued that the wealth management industry is rapidly changing. In part two of our analysis, we addressed profitability and productivity. In this article, we focus on an interesting finding from the survey—the point at which HNW clients appear to require more in service than they add in revenue—and look ahead to the future of wealth management. (continue reading…)
One Of The Fastest-Growing Careers Is In Desperate Need Of Young Talent
August 8, 2012 | Forbes
The job market is an ugly place right now but there’s a segment of the financial industry in desperate need of young talent. (continue reading…)
Your practice: New homework for advisers to the super-rich
July 24, 2012 | Reuters
Financial advisers pursuing the business of wealthy families are increasingly being greeted by a formal questionnaire. About a decade ago, wealth management firms typically only received “requests for proposals,” or RFPs, from large institutions, such as endowments, and the occasional super-wealthy family with $50 million or more. (continue reading…)