Best Practices for Advisory Firm Partnerships
Across industries, more than 70% of M&A deals fail, financially speaking. Michael Kitces discusses a new paper on common triggers of problems.
How to Sell Your ‘Invisible’ Services to Prospective Clients
A 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.
Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Top 3 Advisor Challenges for 2015: Advisor FinTech, Regulation, Differentiation
Post-robo technology arises, a surprise new regulatory issue comes to the fore and fat-and-happy advisory firms faces the crisis of differentiation.
Should CFP Board Settle Camarda Case? My Argument and the Board’s Response
Is it time to settle the case quietly, before it goes to trial? I say yes, but the CFP Board chairman begs to differ.
How to Differentiate Services Across Segmented Client Tiers
You know you should segment your client base into tiers, how exactly do you do so the right way?
What’s the Future of Advisor AUM Fees?
As the price of beta goes to zero, will financial planners be forced to reduce or unbundle AUM fees?
How Will AUM Advisors Weather the Next Market Downturn?
With an average profit margin of 22%, not all advisory firms may even survive the next downturn.
DIAs & QLACs: What the new Treasury regulations mean for advisors
Find out what the new regulations on the use of deferred income annuities in IRAs and qualified plans will mean for advisors and their clients.
Could FPA’s Waning Power Lead to Its Untimely Demise?
Its membership has shrunk even as the number of CFP certificants has risen. The FPA is at a crossroads.