Kelli Cruz

Displaying 5 results
YOUR PRACTICE PRACTICE MANAGEMENT MAR 28, 2012
Revisit your salary and review process

With the year-end salary and review process approaching, now is the perfect time to revisit your firms' human-capital strategy.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 05, 2011
Hiring at your advisory firm? Don't get left behind

After several difficult years, financial measures across the advisory industry have turned positive

YOUR PRACTICE FINTECH AUG 21, 2011
Top firms don't seek bells and whistles from technology

The vast majority of financial advisers see technology as critical to driving growth. And 73% of the advisers who responded to the <i>InvestmentNews</i> <a href=http://www.investmentnews.com/article/20110411/INCR/110419987>RIA Technology Study</a> rated their return on investment for technology spending as medium to high.

YOUR PRACTICE FINTECH JUL 24, 2011
People are key to making technology work

Respondents to the recent <i>InvestmentNews</i> RIA Technology Study overwhelmingly (95%) rated technology as either &#8220;critical&#8221; or &#8220;absolutely critical&#8221; to the success of their business

YOUR PRACTICE PRACTICE MANAGEMENT APR 28, 2011
Why broad ownership can enrich an advisory practice

Top-performing advisory firms, on average, have more than one owner, pay those owners better and seem to be getting more from those owners in terms of management skill and engagement.