Schwab Finds Women Hold Almost Half of RIA Jobs but Have Little Equity
Schwab finds that about 46% of the RIA work force is female, but less than 20% of employee equity ownership goes to women.
TurboTax and CPAs: Lessons for Planners on Robo-Advisors
Our view: Financial planning will turn out to be the wooden stake in the heart of digital advice platforms.
Herbers: Why Advisors’ Profits Are Falling
Despite rising revenue, profitability is falling because advisory firms are “spending money where they shouldn’t,” says Angie Herbers.
AUM or Flat Fees? Start and End With Your Clients’ Needs
Once you’ve determined who your target clients are and what services you will provide, decide how to charge them based on their needs, not yours.
Servicemembers Favor Permanent, Not Temporary Life Insurance
Permanent life insurance ownership among members of the military has increased seven points over the last year, according to First Command Financial Services.
Judge Says CFP Board ‘Followed Its Own Rules’ in Disciplining Camardas
The judge said there was no evidence that the CFP board had been motivated by bad faith or ill will.
Small Businesses Lag on Retirement Planning
Owners of small companies often put retirement savings and succession planning on the back burner as they focus on growing their businesses.
The New Culture of Advisory Success
Just how important is culture to an advisory firm's success? It's everything. Yet it is often overlooked. Here are three firms with innovative business cultures.
NAPFA Elects Moore Board Chairman for 2015 Term
Current board treasurer Frank Moore will serve as chairman-elect and remain as treasurer until his term begins on Sept. 1.
How to Differentiate Services Across Segmented Client Tiers
You know you should segment your client base into tiers, how exactly do you do so the right way?