Showing Your Value to Clients With Your Planning Software
If you're used to working with Windows, you can be more efficient using eMoney to organize client files and give them access to their data.
Is Your Client a ‘How’ or a ‘Why’?
Advisors encounter a broad spectrum of personalities, but I've found that most clients fit into one of two categories: the “hows” and the “whys.”
An Overlooked Benefit of Going Independent: Quality of Life
Freeing up time for a balanced life is invaluable, but too many IBDs send a message to reps that’s not much different than the wirehouses.
Let the Robots Do Your Taxes
Capital gains taxes are a far trickier beast than passive asset allocation. A beast so tricky that only a robot might be able to defeat it.
Is the DOL’s New Proposal Really a New Broker Standard?
As I make my way through the DOL’s proposed rule changes for brokers, the sentence that keeps running through my mind is: “We’ve been had.”
Forging My Way Toward True Technology Integration
Here's how I'm getting the disparate parts of the technology I use in my practice to work and play well together.
Should Mutual Funds Be Illegal?
There's a congealing regulatory view that index funds are Good and active management is Bad, Matt Levine writes.
Dear Dr. Bernanke: Pace Yourself!
Barry Ritholtz writes an open letter to the former Fed chairman, who has a new consulting deal with the hedge fund Citadel.
Efficient Technologies Inc. Takes Advisors to the Next Level
Richard Walker successfully solved a mundane yet major problem for advisors like himself: forms, forms and more forms.
Get a Bigger Assist From Your Sales Associates
In-depth knowledge of available sales support tools not only helps address investor needs but can create a more valuable and efficient business.