Matt Sirinides
InvestmentNews
New York, NY, United States
Contact Matt
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by Matt:
Best Places to Work for Financial Advisers: The research and the data
Here's a look at five key areas where best places and the firms that didn't make the list differed most → Read More
When evaluating technology, advisers increasingly focus on the client experience
Their main goal, according to early returns from our new survey, is now to improve their digital touch points with clients. → Read More
Focus on fees: Tips from top performers
More firms will place an emphasis on creative – and strategic – changes to their overall fee structure and philosophy. → Read More
Some good news about female recruitment in financial advice
Each of four core advisory positions tracked in InvestmentNews' benchmarking study has seen an uptick in women entrants. → Read More
Seven areas where smaller advisory firms are doing better, according to employees
Which employees find clearer opportunities for advancement? → Read More
Culture can slip as firms grow
And other reasons it's harder to land on a Best Places to Work list the larger a firm gets. → Read More
Advice industry in hiring mode
New data show firms are bringing up employee advisers like never before. → Read More
Should your firm offer a robo-advice platform? Here's what your peers are doing
For some firms, there is good cause to adopt a robo-advice offering. → Read More
8 ways to protect your advisory firm from cyberattacks
Less than a third of advisers “completely agree” that they are 100% prepared to deal with the outcome of a data breach at their firm, according to a recent study conducted by the Financial Planning Association and sponsored by TD Ameritrade Institutional. With heightened regulatory scrutiny, greater frequency of data breaches, and high-profile incidents of hacks pervasive in the daily news… → Read More
Industry responses to confronting advice's diversity issues reveal racial divide
Survey results indicate the advice industry is no exception to the divided perceptions of race that persist in American society → Read More
Women's rise to senior positions at advisory firms has stalled
The business remains, especially in firm ownership and client-facing professional roles, a male-dominated field → Read More
How are you handling your clients during the market's turmoil?
InvestmentNews wants to know how clients are reacting to the uptick in volatility. Take our 1-minute survey and let us know. → Read More
Is adviser compensation rising in tandem with advisory firm revenues?
Private-sector wages have grown at a 2% clip for the past five years, but how did advisers fare? → Read More
The right time to increase your firm's investment in staff and pay
When people account for 70% of expenses, you can't afford to make compensation and staffing mistakes. → Read More
Top-performing firms invest big in technology — a critical driver of success
Major emphasis on tech spending and utilization helps leading advisory firms stay ahead of the curve. → Read More
Financial adviser moves set to pick up in 2015
An analysis of InvestmentNews' Adviser on the Moves database points to an active year starting from the first quarter → Read More
Most advisory firms don't have strategies for landing client referrals
Only 1 out of every 3 firms have a formal referral process, despite referrals accounting for the lion's share of new business → Read More
What top firms do differently with adviser technology
Answering the question: What practice-oriented features affect firm performance most? → Read More
Three ways top-performing firms stand out
Research reveals which factors shape an owner's success and impact development. → Read More
The evolution of how advisory firms monitor and sustain their success
Modern advisory firms look like businesses, rather than small practices → Read More