How You Can Standardize the Financial Planning Process
Where are the opportunities for standardization in a financial planning firm? They are everywhere once you start to look, and here are four to get you started.
Why a Standardized Financial Planning Process Is Better for the Client
Bringing better consistency to the process may actually be the thing that allows us to create more trust and make that personalized financial planning experience for clients better than ever.
M&A Roundup: United Capital Acquires Atlanta-Based PPA Advisors
In other M&A news, Envestnet completed its acquisition of Prudential WMS, and Madison Dearborn Partners completed its NFP deal.
DeLegge on ETFs’ Future, Spat With Bogle, as ETF Conference Nears
A chat with keynote speaker Ron DeLegge ahead of AdvisorOne's inaugural advisor-centric ETF gathering July 23, designed to provide advisors with the knowledge and tactics to successfully build client portfolios with ETFs.
Cup of Joe: Starbucks. Financial Advice. Together at Last
United Capital CEO Joe Duran wants financial advice to be as reliable as Starbucks.
Early Adopter of International Investing Sees the Payoff
Bob Haley, the founder of Advanced Wealth Management began to devote particular attention to international investing around 1997–1998.
8 Practice Areas Where Advisors Can Save Big With Tech
Between 40% and 45% of revenue goes to overhead—a number that isn't changing with growth, but could with some help from technology.
8 Really Bad Investments That Lost a Bundle
Even the big boys, like Warren Buffett, can lose big bucks on a bad bet.
Finance and the English Language
Financial language, to paraphrase Orwell, “is designed to make lies sound truthful…and to give an appearance of solidity to pure wind.”
India Still Has Plenty Of Growth Opportunity Left
Growth in India’s vast economy may have slowed over the past year, but with other economies feeling much more of a squeeze than a pinch, there’s still plenty of room for investment in a country with a booming entertainment industry, new rules on retail investment, and a government anxious to...