Owners, You Gotta Learn to Share
To get the most out of junior partners and ensure a successful succession plan, owner-advisors need to share ownership.
5 Steps to Replicate Your Best Clients
Is there a way to find new clients that are similar to, if not exactly like, your best clients?
In Search of the Best Financial Planning Software: A Road Block
I really like Thomson Reuter’s portfolio management platform, but if an agreement can’t be reached with my custodian, TradePMR, I’ll have some decisions to make.
How Advisors Can Be the Next Disruptors
Financial advisors needn’t fear the ravages of disruptive technology, Jud Bergman, Spenser Segal and Eric Poirier say.
Coaches Corner: Make Year End Goal Planning a Team Sport
Following a six-step process—and getting buy-in from everyone on your team—makes for effective goal planning.
How Advisors Can Secure Financing
For advisors with attractive cash flow but lacking collateral, loans are available if you know where to look for them and how to get approved.
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?
Hearsay Social Streamlines Social Media Compliance Platform
Hearsay Social says it’s made its social profile review, pre-approval features and automatic publishing solutions more efficient.
In Search of the Best Financial Planning Software: Integration
As I near my decision on which financial planning software to choose, a last-minute integration issue arises.
Schwab’s Advisor, Retail Chiefs Talk Wealth Management
Bernie Clark of Schwab Advisor Services and Terry Kallsen of Schwab retail speak of Generation Now, robos and referrals.