Does Your Fee Schedule Need an Overhaul?
Commissions? Fees? Retainers? Why there is no such thing as the perfect fee schedule.
The Fundamental Things Apply
Presidential contenders often temper their policies once in the Oval Office, a trend we’re already seeing with Mr. Trump.
Fighting the Big Profit Squeeze
Advisors and their partners are facing an extraordinary margin compression; here's how to fight it.
Team Building in a Global Market
In today's world, where so many businesses operate globally and demographics are changing rapidly, human capital has become even more important for companies.
Performance Reviews Aren't Just for Employees
Are you meeting expectations — or exceeding them in a way that positions you for advancement?
Managing by the Numbers: Customizing Your Growth Strategy
When I introduced the first benchmarking study of financial advisory firms in 1991, I observed three things.
Trump Victory Changes Financial Services Leaders, Priorities
Donald Trump's victory in the presidential election is ushering in sweeping change across the financial services spectrum.
Dalbar Tool Aims to Limit DOL Rule’s Pay Cuts: Top Portfolio Products
Dalbar estimates that the average advisor could see a $34,000 reduction in compensation.
How Trump, New Labor Chief Could Kill DOL Fiduciary Rule
If overturning the DOL rule is a high priority for Trump, “it will happen one way or another,” says Andy Friedman of Washington Update.
Don’t Overreact. Stay Optimistic. Advice From Advisors Post-Election
Whether it’s been clients or media asking advisors the questions, the advice has been the same: “Focus on the long term.”