14 Tax Changes in PATH Bill End Uncertainty for Many Planners
Law ends years of uncertainty on everything from charitable giving to small business incentives — and puts off new taxes as well.
FPA NexGen President's Goal: Help Women Succeed as Planners
Planner Rianka Dorsainvil is 'very optimistic' about the number of women and minorities entering the profession, but she's a millennial as well.
An Advisor’s Year-End To-Do List, Pt. 3: Marketing Your Business
The past few weeks we have been discussing an advisor’s end-of-year checklist. In this post, we will finish with a look at marketing your business.
Read This Tweet Before It's Gone
Bank of America asked Twitter to delete a tweet by a journalist. Twitter complied. Why you should care.
2015: They Were Doing What? Robos, Flat Fees and Fiduciary
In a reminiscent mood, looking back at the trends of 2015 and what they mean for individual advisors and the profession.
The Good News for Fiduciary Advice in 2015
Avoding a legislative undoing of the Dept. of Labor's fiduciary definition under ERISA may be the best news for fiduciary advice since 2007.
An Advisor’s Year-End To-Do List, Pt. 2: Technology and Your Budget
To be ready for the New Year, prepare your 2016 budget and know what technology you'll explore. Here's how to get to that point.
6 Tips for an Email Strategy That Works
Consumers are getting smarter about email marketing tactics, but email isn't dead. Here's how to get through to your clients and truly strengthen relationships.
The Non-Promise of Portfolio Growth for Clients
My mistake. Advisors of course can't promise clients future results. And yet, what's the better word to describe the client-advisor relationship?
Your 7-Step Growth Game Plan for 2016
Here’s how to achieve success in your practice next year, one step at time.