SAGE Scholars: A Loyalty Points System for Paying College Tuition
Looking for some perks to provide clients at low cost but with high satisfaction? Introducing SAGE Scholars.
The Rise of the Financial Planning Academic
Doctoral programs in financial planning, and the academic research conducted by students and their professors, will usher in a new era in financial planning.
The New Challenge for the Next Generation of Financial Planners
The firms that figure out how to profit from “apprenticeship” planners, helping turn trained planners into effective salespeople, will be the ones that succeed.
Your Clients Are Getting Older. So Which Clients Should You Focus On?
Your retired clients may remain valuable to you, in a business sense, for longer than you think.
Your Clients Are Getting Older. So What?
The risk to financial planners of aging clients may be overstated if you look at mortality numbers and do the math on “safe” withdrawal rates.
How to Break Impasse Over CFP Board’s Comp Disclosure Rules
With the CFP Board seemingly unwilling or unable to clarify its compensation disclosure rules, the FPA or another group should prod the Board into action.
Are the CFP Board’s Comp Disclosure Rules Meaningless?
A look at the changeable, curious and contradictory rules of the CFP Board on compensation disclosure.
Are You Vulnerable to the Robo-Advisor Threat?
If you don’t systematize the investment process, and thus make effective rebalancing possible, you’re in trouble.
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech Conference
At T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.
The Buzz, the Cloud and Product Intros: 2014 T3 Advisor Tech Conference
We may have reached a turning point where advisor tech decisions are less about software and more about navigating a patchwork of integrations.