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.
Raymond James Names Top Branch, Complex Managers
The two honored professionals were picked from more than 240 candidates in the employee-advisor channel.
Luis Aguilar, Ron Carson Join Institute for the Fiduciary Standard Advisory Board
Dan Solin and Woodrow Leake were also named to the board featuring John Bogle and Tamar Frankel.
Coaching or Consulting? It Depends on What You Need
The difference? Coaches tell owners what they need to hear; consultants them what they need to do. But that's only part of the answer.
eMoney Advisor Unveils Virtual Reality, Optimized Marketing Tools
EMoney debuted a virtual simulation at T3 conference on Wednesday that helps advisors explain how they will interact with clients and the eMoney platform.
The Dead Horse Bounce. And Another Thing About Flat Fees…
Why have the vast majority of independent advisors not adopted flat fees while those who did eventually switched back to AUM fees?
Who’s Up, Who’s Down in Latest Morningstar Ratings
Morningstar analysts have taken a fresh look at nearly 100 funds, giving just one an upgrade.