How to Stand Out at Any Size: 2014 Growth by Design Study
This year, “The 2014 FA Insight Study of Advisory Firms: Growth by Design” attracted more study participants than any other industry-wide benchmarking study.
How to Start Your Own RIA Firm
In my previous article on the affiliation options that an advisor has, I led you to the point of deciding whether you wanted to be an employee advisor, an independent contractor advisor or your own registered investment advisor.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
The New Retirement Dream: Relocation
Moving where money goes further has gained popularity as a retirement strategy.
How to Blend Active and Passive Investing Strategies for Better Outcomes
Advisors historically invested exclusively in either active strategies or passive strategies, rarely using them together.
Experimenting With New Compensation Models
The variety of fee structures is growing, as advisors fine-tune offerings for a changing client base.
Jeff Brown Tackles Tough Annuity Questions
Why don't more people annuitize? How should retirees fund their health care? Economist Jeffrey Brown has studied these difficult questions and more, Michael Finke writes.
Should I Stay or Should I Go (Independent)?
There are a lot of issues to consider before making the move from a wirehouse or bank to an independent advisor.
Advisors’ Human Capital Disaster
Three overlooked trends are already playing out with the potential to make the advisory industry's talent shortage a catastrophe, recruiter Jon Henschen writes.
Collaborative Divorce: A Win-Win Dissolution
Remember Kramer vs. Kramer? The War of the Roses? A newer divorce process is much kinder to clients and their finances.