Should Advisors Change How They Charge?
Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients — and so can how it's paid for.
Remember when all retiring clients wanted was security, and all you had to do was convert the majority of investable assets into bonds? The assumption...
Simple, Not Simplistic
I just finished reading your "High Definition" article in the August issue of Investment Advisor--thank you! This is probably one of the best marketing articles...
While it's been said time and time again that advisors have a long way to go before they can be dubbed stellar marketers, let's hold...
Strength In Numbers
Forget the one about a tree falling in the forest. Here's a better question: If a company's building burns down and the company's auditor is...
John T. Tapsak is at wits' end. Since Charles Schwab informed him that it plans to double the fees paid by advisors who custody less...
Win the Tax Game
Some old and new tax planning strategies that will
Bert Whitehead is looking for a few (or many) good