Has Deborah Fox Cracked the Millennial Code?
The Fox Financial Planning Network CEO says she offers a solution to how independent advisors can retain client assets from one generation to the next.
Luring Millennials Is a Waste, Take 2: Serving the Children of Clients Makes Sense
It seems pretty clear that millennial clients are not going to fit into the AUM fee business model of many independent advisors. However...
10 Best Ways to Compete Against Robo-Advisors
If you, for one, don't welcome your new robo-overlords, here are 10 ways to help your advisory firm rise above them.
Fox Financial Planning Network Unveils ‘Intelligent’ Automation Software
New middleware platform acts as "connector, translator and processor" to streamline advisor workflows.
Dean of College Funding
Deborah Fox knew it was time for a career switch when one day, working at a fish farm, she was tossing Purina Fish Chow into...
'Late Stage' College Planning
Advisors don't need to be reminded how much of an expenditure paying for college has become for their clients. We've all seen examples of how...