TDAI’s Kate Healy: Shortages of Women, Next-Gen Advisors Intertwined
Solving one shortage could potentially help solve the other, she says.
McPlanning? How Franchising Works in the Advisory Space
Briggs Matsko looks to replicate the success of Retirement Security Centers in other markets.
Succession Planning by the (Hard) Numbers
“The multiples when it comes to the value of a firm can be as high as 10 times” — but only if everything is in order, Nexus' Tim Welsh said.
Strict SRI Leads to Superior Performance
Appleseed Fund’s concentrated portfolio and required margin of safety make their shareholders feel good by doing good.
On Death and Dying, and Advisors
When two physicians spoke at FPA Experience on what terminally ill people worry about, and how advisors can help them, advisors listened.
FPA Announces New Members of National Board for 2014
With new board members including Dan Skiles and Shawn Brayman, diverse backgrounds and business models key for this year's elections.
Why an IPS Is So Important for Advisors Right Now
An investment policy statement is among the most important aspects of a fiduciary relationship, says CEO Blaine Aikin.
Michael Branham: Proponent, and Beneficiary, of FPA NexGen
FPA’s president is an unabashed cheerleader for NexGen group’s current reality and future promise.
FPA Addresses CFP Board Controversies, New Ventures
The FPA's leadership spoke about the controversies involving the CFP Board on defining "fee only" and whether the Board should offer CE.
6 Takeaways for Effective Selling (Yes, Selling)
We are all salespeople, whether we like it or not, says author and consultant Dan Pink.