18 Ways to Shake Up Marketing & Sharpen Results
Is your marketing program stuck in a rut? Here are some proven marketing ideas from advisors and consultants.
School Daze: Limiting Liabilities of College Students
It’s understandable that college students will make poor decisions, but ensure your clients are protected from those risky choices.
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.
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.
Evensky: Fee-Only Advisors Face Annuity Dilemma
Fee-only pioneer Harold Evensky says fiduciary advisors will be obliged to recommend annuities — even if it means they won't get paid on those assets.
DOL ‘Flexible’ on Fiduciary Rule, Perez Says
“We are very flexible in how to get this [fiduciary rulemaking] done,” Labor Secretary Perez told a Senate panel. “We haven’t made any decisions yet.”
Are Flat Fees Really Better for Clients—or for Advisors?
When someone explains something to me starting with statements that strike me as patently ridiculous, I tend to discount the rest of their thinking.
Managing the Risks of HNW Clients’ Global Travels
When wealthy people take a trip abroad, their jewelry, designer clothing, artwork, nannies and even their automobiles travel along.
Exemptions Provide Key to Unlocking DOL Fiduciary Rules
Understanding the exemptions to the proposed DOL fiduciary rules can be as important to the advisor’s practice as the rules themselves.
Wells Fargo Adds Morgan Stanley Reps; LPL Picks Up Team From JPMorgan
Also, an LPL affiliate forms an RIA partnership to attract new reps to its network.