Advisor or Adviser? It’s More Than Semantics
Suppose I called myself a “docter,” and opened a medical clinic? Or a "lawyor," and started pounding out wills for people?
Is College Debt Advisors’ Next Black Swan?
Advisor's clients tend to be college graduates. College graduates have too much loan debt to adequately save. See the problem?
Want Stronger Client Relationships? Get Personal
My ISP surprised me by providing better service at no extra cost, and I'll remember it. Clients remember when you provide a personal service.
First Ascent: A Glimpse Into the Future of Advisor Portfolio Management
First Ascent, which charges a flat $500-per-client portfolio management fee, offers cutting-edge solutions to today’s challenges of margin compression, robo platforms and breakaway brokers.
3 Client Engagement Styles Advisors Need to Understand
Facing margin and fee compression, independent advisors today are looking for ways to differentiate themselves.
Flat Fees Again: Hey, It’s Not My Fault!
Thoughtful comments from two readers requires another look at the flat fees vs. AUM compensation model for advisors.
The Dead Horse Bounce. And Another Thing About Flat Fees…
Why have the vast majority of independent advisors not adopted flat fees while those who did eventually switched back to AUM fees?
Can You Hear Me Now? The Tech Scam Better Explained
Clarifying the details, and the seriousness, of the 'Can you hear me now?' telephone scam.
New Tech Scam Warning Shows How Vulnerable We Are
Clients — or advisors themselves — might fall prey to a new, clever telephone fraud.
Everplans: A Tech Tool That Could Be an Estate Planning Game-Changer
The user-friendly website has applications for advisors looking to improve service and attract new clients.