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  • February 9, 2016
    Long term, what's the biggest threat to retaining clients?

    With pressure on fees, robos creeping into the high net worth space, and persistently volatile and bearish markets, what factors worry you most when it comes to retaining clients?

    Last Comment: March 29, 2016
    1 Comment
  • February 2, 2016
    Who Would You Rather Sell Your Firm To?

    With private equity house Lighyear Capital buying AIG's advisors, BNY Mellon acquiring Atherton Lane Advisers, and a few indie mergers on the boards, 2016 is already shaping up to be a banner year for M&A. If you were to sell your firm, what is your preferred buyer?

    No Comments
  • January 26, 2016
    The Reason I'd Leave My Wirehouse Is...

    Recent reports suggest wirehouses are in for a period of mass exodus as many advisor-retention deals expire in the next few months. But will this really trigger a flood of fleeing advisors? FA-IQ wirehouse readers: What's the reason – if any – you'd leave your wirehouse?

    No Comments
  • January 5, 2016
    What Will Be the Biggest Challenge for Advisors in 2016?

    Robo-advisors on the rise, increased regulation on the horizon, bearish market sentiment... And it's an election year! What will keep advisors up at night in 2016?

    No Comments
  • December 29, 2015
    On Aggregate, Did You Grow Your Clients' Portfolios in 2015?

    A volatile S&P 500, mixed results in global markets and variable fixed-income returns ... On average, how did your client portfolios fare in 2015?

    Last Comment: December 29, 2015
    1 Comment
  • December 22, 2015
    Is This the Time of Year to Engage Clients or Stay Away?

    How much contact should you have with your clients during the holiday season?

    No Comments
  • December 15, 2015
    Does the Junk-Bond Selloff Put Clients’ Portfolios in Danger?

    With junk bonds in trouble, and higher-rated corporate bonds showing weakness, are there woes in store for securities in general?

    No Comments
  • November 24, 2015
    Are Deals Like the One with Credit Suisse and Wells Fargo Worth Making?

    From the firm's perspective, does it make sense to strike a bargain with another outfit to hire their advisors en masse?

    No Comments
  • November 20, 2015
    Will the SEC Ever Do What Dodd-Frank (Sort of) Told It to Do?

    Dodd-Frank, a wide-ranging body of financial-reform legislation that passed into law half a decade ago, ordered the SEC to study the option of making brokers adhere to the fiduciary standard — and, if it proves feasible, to make it a rule. Do you think the SEC will ever get around to the second part of this mandate? Tell us why or why not in the comments.

    Last Comment: November 20, 2015
    2 Comments
  • November 11, 2015
    Tell Us What Channel You'd Really Prefer to Work In

    Let's pretend you've lost your job and have to join (or start) a rival firm. And let's suppose you have time to make the move you'd really like to make. What would you do? If you like, let us know why in the comments.

    No Comments
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