The Fall of the Face-to-Face Client Meeting
Recent studies find face-to-face meetings are happening only once or twice a year; most clients, especially younger ones, prefer virtual settings.
Most Advisors Don’t Know Their Own Fees
Nearly two-thirds of advisors underestimate their fees by more than 30 basis points, a survey by Peak Advisor Alliance and Cerulli found.
New Hire Roundup: Sosa Leaves PIMCO to Lead New DoubleLine Group
Danielle Fischer went to the Private Client Reserve of U.S. Bank, and Mariner Wealth Advisors acquired a majority interest in Housen Financial Group.
New Hire Roundup: Fidelity Charitable Names Danforth President
Also, Ron Carson was named to the board of trustees of the American College, and the Withers Consulting Group welcomed David Burleigh.
Why Advisors Should Watch Obama’s State of the Union Speech
For one thing, your clients (and prospects) may be watching. For another, it's important to understand how the truth gets twisted in Washington.
Ken Fisher’s RIA Warning Draws Advisor Ire
Evensky, Carson, Rhoades and others offer strong reactions to ThinkAdvisor about Fisher’s prediction that RIAs would be gone in a decade.
4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.
Carson Institutional Alliance Adds Almost $1.4 Billion in First Year
Carson describes CIA as “a network of client-centered, growth-minded, solutions-focused advisor partners committed to delivering trust, transparency and accountability."
aRIA Reveals Path to Elite RIA Status for Savant and Beacon Pointe
John Furey's advisor think tank takes its first "behind the curtain" look at its advisory firm members’ success.
Ron Carson’s Latest Gambit: Digital Coaching Platform
Digital Fortress, a partnership with Faulkner Publishing, will provide advisors a virtual coaching and marketing platform, including compliance-approved content.