The Ensemble Practice’s Executive Forum provides leading investment advisory firms a unique format for knowledge sharing. The collegiate atmosphere of the meeting combines theory, best practice sharing, implementation experiences and high level strategic discussions. Much of the value of the event is the discussion of experiences between attendees. We concluded our 4th event in February of 2017.
Excerpt: 2014 InvestmentNews Financial Performance Study
Read an excerpt from the 2014 InvestmentNews Financial Performance Study of Advisory Firms.
The 2014 Financial Performance Study of Advisory Firms
The survey is now closed. Thank you to everyone who participated. The 2014 study results will be published and available later this summer. This year’s study, part of InvestmentNews’ Excellence in Practice Management research series, specifically focuses on the drivers of financial performance and is the industry’s premier benchmarking tool for measuring the overall success and financial health of an advisory firm.
Adviser 2.0: Managing growth
Managing growth is important for all firms. By tracking growth, advisers can clearly see the impact of marketing and adviser productivity (continue reading at InvestmentNews)
Sharing Punches
March 21, 2014 | Huffington Post | Philip Palaveev and Tricia Turton Conflict surrounds us in our business lives, but we tend to avoid it and hope it goes away instead of exploring it and perhaps using its creative potential. That’s right, conflict can be creative and constructive. Read full article: http://www.huffingtonpost.com/philip-palaveev/sharing-punches_b_5006394.html
Compensation & Perks
Diane Britton | WealthManagement.com As payouts in the IBD space have steadily risen toward 90 percent, this has challenged many firms—particularly small ones—that struggle with increasing costs. Read More…
As Good As It Gets?
Diana Britton | WealthManagement.com Firms are riding the tide of rising equity markets, more fee-based business and high-profile deals; so why do margins remain so thin? Read More…
How to Scale Your Advisory Practice Effectively
Advisers looking to grow their businesses should carefully plot the expansion of their practice. They should expect to suffer a little, too. (continue reading at InvestmentNews)
Owner, Manager And Leader
I have this naïve, idealistic notion that an advisory firm should have a highly engaged owner group with each owner (“partner”) participating in the management of the firm and acting as a leader within their area of practice. (Continue reading at Financial Advisor)