Getting Clients to Share Their Secrets
Clients are notorious for withholding information — and assets — from their financial advisors. FinaMetrica gets them to let their guard down.
Kitces’ NPR Announces First CFP Exam Scholarship Winners
New Planner Recruiting's inaugural CFP Exam Scholarship awarded three recipients with an exam fee reimbursement for 2014.
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight Speakers
Also, Rick Ferri will dialogue with Chris Brightman of Research Affiliates—beehive of smart beta—on alternative indexing: desirable for honey or dangerous for its sting?
FPA Plans Launch of ‘Knowledge Circles’
Program will allow members to “discuss best practices and work collectively on innovative ideas while providing valuable guidance to FPA,” says FPA's Schadle.
CFP Board to Investigate CFPs for Inaccurate Comp Disclosure
Chair Ferrara says Board will compare public information with Board website listings to identify inconsistencies, starting with CFPs who call themselves "fee only."
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.
Caleb Brown, Next-Gen Bridge Builder: The 2014 IA 25 Profile
Brown focuses on career changers and students to help firms reap the next generation of talent.
10 Most Influential Advisors on Social Media: BrightScope
These advisors “are models of how to use social media to grow a successful advisory business and a personal brand in the marketplace,” says BrightScope.
The 2014 IA 25 on the Next Generation of Advisors and Clients
Advisors and their clients are aging together. What does that mean for the industry?
As Clients Age, Stock Up on Stocks: Kitces
Traditional wisdom dictates that clients’ allocation to equities should decline as they get older, but Michael Kitces questions this strategy.