Getting Clients to Share Their Secrets
Clients are notorious for withholding information — and assets — from their financial advisors. FinaMetrica gets them to let their guard down.
The Pros and Cons of AUM or Flat Fee Compensation for Advisors: Part 2
Is charging flat fees for advice really the “wave of the future,” or is it a recycled idea that gained little traction in the past?
Bob Veres Goes Laissez-Faire in the Fiduciary Debate
Just when you thought there was nothing left to say about the reregulation of advisors under Dodd-Frank, Veres offers a novel perspective.
Moving Toward Harmony
Probing the mind of Olivia Mellan, a pioneer on the psychology of money, and how advisors can use her insights with clients.
Advisors May Be Crazy, Like a Fox
What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?
Low Investor Confidence: An Opportunity for Independent Advisors
As the previous financial meltdown helped create the independent investment advisory profession, so the current lack of trust in the investment system spells an opportunity for today's independent advisors.
3 Common Retirement Mistakes
A quick check of a client’s investment accounts isn't going to answer the question of whether or not they have the appropriate mix of assets.
Through the Years: A History of the IA 25
After 10 years, we’ve compiled quite a list of heavyweights that had great influence on the industry.
3 Reasons Financial Planning Firms Should Blog: Pt. 2
If you're considering a blog for your firm, the first step is simply to understand why you would use the blog in the first place, as that can impact everything from the content you produce, to how often your produce it, to who you send it out to.
Young or New Advisor: How to Dress for Success, Remixed
Here’s a reposting of my most popular blog, now almost five years old, on how important your physical appearance is, including how you dress, to younger and new-to-the-business advisors, along with a few follow-up thoughts.