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Creating Growth: Tuck Ins, Breakaways and Advisor Recruiting StrategiesThis study highlights the tremendous growth opportunity that transitioning advisors represent for existing RIA firms. Developed in partnership with FA Insight, the report provides information on the current state of the market and the strategic opportunity in recruiting wirehouse affiliated advisors as well as guidance on how to develop a recruiting strategy and effectively onboard and integrate advisors into your business.
In collaboration with: FA Insight |
Creating Growth: The Increased Use of Social Media by Independent AdvisorsBased on a survey of advisors representing a wide range of demographic profiles, revenue structures and firm sizes, this paper explores the business impact of social media. Its findings reveal widespread use of these new networking tools, as well as some potential obstacles to broader adoption.
In collaboration with: Aite |
Transparency and Liquidity: The Growth of Separately Managed Accounts in the Hedge Fund IndustryIn the wake of the 2008 financial crisis, many investors shied away from traditional pooled funds, concerned by both the opacity of their positions and the limitations on their liquidity. That is why separately managed accounts (SMAs) have emerged as an increasingly popular hedge fund structure.
In collaboration with: Greenwich Associates |
Lending and Leverage: The New Securities Finance Model for Hedge FundsThe use of leverage within the hedge fund industry is re-emerging after the financial downturn of 2008. Yet, that time of turmoil may have left a permanent mark. How have the rules for securities lending shifted? And, how should you respond to the changes? Recent research by independent consultant firm Finadium LLC and commissioned by Pershing Prime Services LLC, a BNY Mellon company, reveals a resurgent role for securities lending in the aftermath of the crisis. Author: Craig Messinger
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Mission Possible II: The Link Between Operational Efficiency and Human CapitalLearn about the operational risks facing the advisory industry and the critical role human capital plays in helping to manage these risks in Mission Possible II: The Link Between Operational Efficiency and Human Capital. Business: Pershing
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Real Deals 2009: Definitive Information on Mergers and Acquisitions for AdvisorsA new independent study published by Pershing Advisor Solutions and FA Insight finds that while merger and acquisition activity slowed during the economic downturn, transactions among independent registered investment advisory firms are poised for resurgence. Business: Pershing
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Talent Acquisition: Strategies for Competing with the WirehousesLearn strategies and best practices to address your human capital challenges in order to compete effectively with the wirehouses for top talent. Business: Pershing
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The Race for Top TalentUncovers the motivation behind the loyalty of investment professionals and provides best practices to attract and retain talented investment professionals. Business: Pershing
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Transitioning to Fees: An Investment Professionals GuideIn today's marketplace, being a fee-based advisor is shifting from a competitive advantage to a competitive necessity driven by the demand for advice, the impending boomer wave, and the expanded role of the advisor. By 2015, 75% of advisors will have transitioned to fee-based compensation or be in the process of transition. Business: Pershing
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50 Insights to Help Fast-Track Business Growth: A Guidebook for Registered Investment AdvisorsTransform your plans for growing your practice into a reality. 50 Insights to Help Fast Track Business Growth can help you take great strides forward through effective, incremental steps that are based on your specific needs. Business: Pershing
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