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.
Ric Edelman: Stay Cutting-Edge on Technology or Fail
At IMCA, two views of how to grow a practice, from Ric Edelman and Paul Tramontano.
IMCA 2014 Key Speakers: Blinder, Silver, Milevsky, Edelman
Attendees at the IMCA conference in Boston will hear insights from Moshe Milevsky, Nate Silver, Ric Edelman and more. Alan Blinder gave the keynote speech.
Flat Fees or AUM, the Final Chapter (Maybe): The Retired Client
Elliot Weir advances the discussion on which is better for advisors and clients: AUM fees or flat fees. With an assist from Michael Kitces.
XY Planning Network Adds Tech Partners
Michael Kitces' XY Planning Network announced Monday its list of “core” technology partners that will be available to platform users.