4 Topics All Owners Should Be Thinking About
For an advisory firm to grow, owners must have time to think. When they do find the time, they should be thinking about these topics.
How to Handle the NIIT for Trusts and Estates
The impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
A Fiduciary Standard May Leave Some Investors Out of Luck
The fiduciary standard may bring a higher level of service to some investors, but it may also inadvertently leave many out in the cold.
Welcome to the World of Online Financial Advisor Reviews
The SEC’s decision to let advisors use customer reviews could be extremely beneficial for top-rated advisors’ bottom lines, as other industries’ experience has shown.
Make the DOL Fiduciary Headlines Work for Your Retirement Practice
Advisors can use the current media focus on fiduciary standards and retirement planning to fuel their growth.
Advisor Compensation: The Value of Investing in Talent
For RIAs, attracting and retaining top talent is more competitive than ever, but it’s also more important than ever.
The WSJ’s Public Service on Fiduciary Standard: Lifting the Veil
The five arguments made by Journal editors that they got partly wrong, wrong and confused and just plain wrong.
The Case Against Fee Disclosure: Good Idea; Bad Timing
Should RIAs increase fee disclosures to clients? It's a good idea, but considering the brokerage industry's marketing expertise, now may not be the right time.
More Asian-Americans Likely to Become Advisors
The challenges and benefits of providing financial advice will lead to more Asians becoming advisors, says planner George Dang.
Twitter: A Powerful Social Media Tool Advisors Can’t Ignore
Using these Twitter “listening tips” will help you better understand your industry, clients and prospects.