News Roundup: The perils of hiring family, survival tips for a new RIA, and the longevity puzzle
Practice Management Mixing business and family generally is a bad idea, but Philip Palaveev, in an article at Financial Advisor, provides some... Read More
Why RIAs Are Smiling Despite Market Turbulence
The recent 10% stock pullback created some disproportionately alarming news headlines during a few days in January and early February. (I got... Read More
News Roundup: Start early with financial literacy, six types of advisors, and Roth IRA changes
Practice Management It’s never too early to help clients-to-be form good financial habits. According to one report, some financial behaviors in children... Read More
News Roundup: FAs expect revenue to rise; CFP certifications above 80,000; and RMD, retirement tips
Practice Management Independent financial advisors foresee a rosy 2018, a new TD Ameritrade RIA Sentiment Survey shows. Three-fours of the advisors surveyed... Read More
News Roundup: Client profiling, breakaway satisfaction, and retirement savings regrets
Practice Management If you want to truly understand your clients and help them attain their long-term goals, client profiling is key. Scott... Read More
News Roundup: Robo Lessons, What Young Planners Want, and 401(k) Plan Predictions
Practice Management If you have plans to incorporate a digital advisory solution into your firm, “know where you’re going before you begin... Read More
News Roundup: RIAs discount fees, breakaways bleak on brokerage, and options for underfunded retirement
Practice Management A recent Fidelity RIA benchmarking study finds that fee discounts are on the rise as advisors contend with declining revenue... Read More
News Roundup: Tech survey results, new educational programs, and digital nudging
Practice Management Mobil apps top the list of “tech that will change wealth management” in Financial Planning’s 2017 technology study. The publication... Read More
News Roundup: Four specialists for your team, Merrill to stay in Protocol, and how to delay or minimize RMDs
Practice Management Independent advisors can’t operate like an island. Their success lies in creating a network of specialized experts who can address... Read More