5 Ways Social Media Can Keep You in Front of Prospects, Clients
Social media can help your firm attract and retain customers as well as create a buzz about your products and services.
Why Bob Veres Is Wrong on Flat Fees
Sorry, Bob, but from a client's perspective, flat fees fall flat.
Untangling the FATCA Web for Hedge Funds (Next Up: GATCA)
Think that since there is no IRS registration requirement, U.S.-domiciled funds aren’t subject to FATCA? Think again.
What You Think You Know About Advisory Firm M&A Is Wrong
Advisory firms that will sell at a premium in the future will be those with experienced, well-trained younger advisors, not the most profitable.
CFSI: Turning Greater Financial Knowledge Into Better Habits
Joshua Sledge of the Center for Financial Services Innovation works on initiatives to help drive healthier financial habits among lower-income Americans.
My eMoney Review: Good, but What’s With Monte Carlo?
I’ve found eMoney to be one of the best options on the market today for financial planners, but I’ve also found two curious issues with the software.
What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage
Extensive discussion, and personalization, of a once taboo topic moved public opinion before the Supreme Court ruling.
Finance Has Caught On to Behavioral Economics
The next time some macroeconomist tells you that behavioral economics is passé, tell them that behavioral finance is alive and well.
6 Social Media Strategies for Advisors
Not sure how to get started on social media? Overwhelmed by the options or the perceived time soak? Help is here.
My Wish List for Redtail and eMoney
How Redtail’s CRM software could be improved, and eMoney’s planning software, for that matter.