Groundhog Day: Do You Really Want to Justify Your Fees Again and Again?
History teaches us a good lesson about advisors charging an AUM fee. Do you feel like re-closing all your clients every year?
You’ve Got Mail ... Now What?
The inappropriate use of email can spell disaster for RIAs, but there are measures you can take to protect your firm.
How to Make Your Firm a Social Media Juggernaut
Building your business through social media requires a coordinated effort. Here's how to set expectations and equip your firm's advisors to build your brand.
Volatility and Technology: How to Streamline Client Communications
Volatility puts a lot of pressure on advisors because everyone is asking: What does it mean? Will it continue? Should I sell everything?
Marketing Tricks of the Trade
Is your marketing program stuck in a rut? It's human nature to keep doing the same old things to attract new business.
4 Ways to Simplify Your Complex Sale
Many proposals are just incomprehensible.
AIG Advisor Group Adds Business Exec Ahead of Conference
Todd Fulks, formerly of FP Transitions, will oversee advisor succession planning and acquisition.
LPL-Affiliated RIA Merges With Bank-Focused Wealth Group
The deal gives some 500 IFP advisors acccess to a large number of bank clients and accounts, the two firms say.
Rivals Question Betterment’s New 401(k) Platform
Betterment's robo-advisory platform is raising questions in the 401(k) plan industry ranging from the use of ETFs to compliance with DOL’s QDIA disclosure requirements.
How Would You Compete Against Your Own Firm? 5 Questions to Ask
If you were trying to attract clients away your firm, what would you say? Your competition, including digital advisors, is already doing so.