Since one of my main jobs is to deliver to you the news and analysis you need, I read plenty of surveys about advisors.
Seeking Help: How Not to Work With A Business Consultant
With the stock market rising while advisors face margin compression and increased competition, more firm owners are turning to business consultants.
3 Client Engagement Styles Advisors Need to Understand
Facing margin and fee compression, independent advisors today are looking for ways to differentiate themselves.
The Valuation Conundrum
People often remark that advisory firms are now worth so much that nobody can afford them.
Thinking Millennial: How to Woo the Largest Generation
Feel the ground trembling underfoot? It's the largest generation in American history thundering into the economy.
Millennials: Who Are They and What Do They Want?
After graduating from college at a rate surpassing all previous generations, millennials tend to consider themselves smart consumers, adept at Googling whatever they want to know.
Clara Shih: How to ‘Work Smarter’ on Social Media
“You can’t just post and post” on social media, Clara Shih says; going a little deeper can help “ensure that robo-advisors don’t take over.”
First Ascent Drops Fees to $500 on All Accounts
First Ascent will begin offering advisors who use its outsourced portfolio management strategies a flat fee of $500 per account, regardless of account size.
Flat Fees Again: Hey, It’s Not My Fault!
Thoughtful comments from two readers requires another look at the flat fees vs. AUM compensation model for advisors.
10 Tips for Preparing Your Firm During a CRM Transition
So how best to prepare for a CRM move? Discover a few expert tips to help you overcome your data jitters.