Coaches Corner: 5 Traits of a Good Advisor Leader
Most advisors did not get into the business to manage people, but the best advisor managers share similar traits.
How Will AUM Advisors Weather the Next Market Downturn?
With an average profit margin of 22%, not all advisory firms may even survive the next downturn.
With New Year, Financial Advisors Will Need New Approach
One critical strategy that I see taking hold in 2015 is “investor/advisor alignment.”
Why Aren’t CFPs Always Subject to a Fiduciary Standard?
The CFP Board's rules on the matter are hard to discern, owing in no small part to essential details appearing separately in three different places.
Six Do’s and Don’ts for Advisor Due Diligence
The key is to tailor a due diligence program to your specific practice and the potential risk posed by each third-party service provider.
Hispanic, Minority-Owned Businesses an Untapped Advisor Opportunity
Advisor James Perez-Foster encourages advisors to start serving this fast-growing small business segment, as he has done with much success.
In Search of the Best Financial Planning Software: My Choice
As my practice has grown so has my need for a better financial planning tool. I think I've got one, if a few details can be ironed out.
How Fiduciary Advisors Can Change Wall Street—Again
Ron Rogé and NAPFA pushed, and the public pulled, big brokerages to adopt an AUM model. The same can be done with a fiduciary standard.
4 Lessons Peyton Manning Can Teach Advisory Firm Owners
Once a firm owner decides to grow the firm beyond some clerical help, a successful advisory firm is a team game.
9 TED Talks Every Financial Advisor Must Watch
The ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!