Moneyball for Advisors
To successfully compete with your bigger and better-funded competitors, play an independent advisor’s version of Billy Beane’s Moneyball.
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.
Recruiting Roundup: Morgan Stanley Grabs $1B Pair From Citi
The team comes on board in New York, while a Barclays rep joins the wirehouse in Boca Raton.
How Advisors Can Earn Client Loyalty
Clients cling to advisors whose wisdom, judgment and integrity they respect. To earn such loyalty, disregard B-school dogma — and listen to Aristotle.
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.
Top Portfolio Products: Franklin Templeton Introduces Flexible Global Bond Fund
The fund can invest in global debt obligations of any credit quality, maturity or duration, including derivatives.
AMG Wealth Partners Buys Big Stake in myCIO
The new partnership with AMG Wealth Partners will allow myCIO to expand its capabilities to a broader client base.
Top Portfolio Products: Schwab Adds Commission-Free ETFs
Tortoise rolls out a North American pipeline fund; Compass launches volatility-weighted ETFs.
Wells Fargo Grabs Morgan Stanley, Merrill Reps as Raymond James Nabs UBS Team
The four new Wells Fargo advisors come on board with some $900 million in assets; the new RJ group has some $300 million.
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.