Should Advisors Change How They Charge?
Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients — and so can how it's paid for.
Aligning With Your Message
When asked about their most valuable asset, advisory firm leaders typically laud their organization's people.
Flat Fees vs. AUM Recap: The Good, the Bad and the Really?
During the past few months, there has been considerable discussion about the relative advantages of charging clients flat retainer fees as opposed to AUM fees.
On managing time and relationships.
How Advisors Can Earn Client Loyalty
Clients cling to advisors whose wisdom, judgment and integrity they respect. To earn such loyalty, disregard B-school dogma — and listen to Aristotle.
Is Going Robo the Secret to Growing Your RIA?
As Tina Powell of Beacon Wealth launches SheCapital, an automated service for women, experts discuss how, and whether, to use robo-advice to reach more clients.
The 2015 Broker-Dealers of the Year Are Ready to Rumble
The Broker-Dealers of the Year, as chosen by their own reps, will take on the DOL and anyone else who threatens the IBD model.
Herbers: Why Advisors’ Profits Are Falling
Despite rising revenue, profitability is falling because advisory firms are “spending money where they shouldn’t,” says Angie Herbers.
How (Not) to Name Your Advisory Firm
Advisors who want to name a firm after themselves should think twice, says Christopher Norton of marketing firm Blu Giant.
AUM or Flat Fees? Start and End With Your Clients’ Needs
Once you’ve determined who your target clients are and what services you will provide, decide how to charge them based on their needs, not yours.