Why You Should Use Team Bonuses Based on Firm Revenue
It would be a shame for advisors to confuse David Grau's and Michael Kitces' aversion to individual revenue-based bonuses with team bonuses.
State-Registered Advisors Prep for New Succession Planning Rules
State-registered advisors should act now to prepare for NASAA's upcoming rules requiring business continuity and succession plans, state regulators say.
The Freewheeling Life of the Virtual Advisor
What early adopters are finding on the advisory field's online frontier.
Advisors: Don’t Sell Your Practice!
Selling your advisory practice — a move stressed in a ceaseless torrent of industry advice — may be hazardous to your wealth.
In Financial Data, Small Is the New Big
While big data is here to stay, forward-thinking advisors are finding a wealth of relevant information right in front of them.
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."