What’s an Aging Advisor to Do? Join an RIA
After helping retiring clients for their whole career, many veteran advisors may not know how to help themselves in the midst of a changed industry.
The Case of the Mysterious Best-Interest Standard
I recently received an email from an advisor who is upset about Labor's fiduciary rule and came up with some creative ways to express it.
The Terrible Twos: The Key Decision Point for Advisory Business Growth
The advisory business has matured to the point where more than a few businesses have reached $1 billion in client AUM. That’s the good news.
4 Reasons Your Video Marketing Is Failing
So, you’re thinking about making a video for your practice. Well, good news. You’re on the right track.
5 Key Ideas for New Insurance Agents
Have you just gotten into this industry and are wondering where to start? Try this article.
IRA Rollover Traps Lurk Under DOL Fiduciary Rule
Advisors must proceed with caution when discussing a client’s existing retirement assets to comply with the rule or avoid its application entirely.
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 2
Clients will need to undertake a paradigm shift in thinking, redesigning their portfolios to produce predictable income in the “new normal.”
Pump the Brakes: Why You Should Wait to Build a Billion-Dollar Firm
Today, $1 billion in AUM is the new $100 million.
3 Things to Avoid in Salary Surveys
Structuring the compensation strategy for your financial planning firm is one of the most vital areas for firm owners to address to sustain a successful growing firm year after year.
Bitcoin's 'Hard Fork' Is Good for Progress
The community supporting bitcoin has long tried to avoid a so-called "hard fork" splitting the currency in two. On Tuesday, it happened anyhow.