Third of Clients Say They Didn’t Get Adequate Financial Planning Services
New research from the Financial Planning Coalition shows a lack of appropriate regulatory standards for those who say they are “financial planners.”
The Succession Planning Mirage, and the Alternative
Few advisors have made actual succession plans, but there might be a very good reason for this.
Experimenting With New Compensation Models
The variety of fee structures is growing, as advisors fine-tune offerings for a changing client base.
FPA Honors Advisors for Work With Sick, Needy
The FPA recognizes two advisors, one for his work with the underserved Latino community and another for his work with cancer patients.
NFL's 49ers Strike Deal With Robo-Advisor Wealthfront
Team will pick up advisory fees on first $100,000 invested by front-office employees and former players, to whom Wealthfront will provide financial education.
3 Ways Advisors Must Change to Survive Robo-Advisors
Financial planning is the anti-commoditizer, and therefore for the foreseeable future is the anti-robo-advisor value-add as well.
NAPFA Bans Stakes in Commission-Based Firms
The association will no longer allow members to hold a 2% ownership interest in a financial services firm that receives transaction-based compensation.
Michael Kitces, Nerd Who Does It All: The 2014 IA 25 Profile
One has to wonder how Michael Kitces does it: the advisor, blogger, Twitterphile and industry speaker is constantly evolving and taking on new challenges.
The New Challenge for the Next Generation of Financial Planners
The firms that figure out how to profit from “apprenticeship” planners, helping turn trained planners into effective salespeople, will be the ones that succeed.
Kitces, Moore Launch XY Planning Network
Members of the XY Planning Network will offer fee-only financial planning services on an “affordable” monthly retainer and work with clients virtually.