When It Comes to Social Media Policy, Don’t Wait, Counsels Attorney Burns
A new white paper written with Tim Welsh of Nexus warns of social media’s risk management issues but also raises the business opportunities for advisors.
B/D Briefing: Citi Brokers Switch to Fees
It hasn't taken long for Debbie McWhinney to make her mark at Citigroup. On October 5, Citi Personal Wealth Management announced that the brokers who...
Ironically, Maybe the Best of Times
In an era when most advisory firms are suffering revenue drops of 20% or more over the prior year, you might think this would be...
? Three of the largest organizations of financial planners--the CFP Board, the FPA, and NAPFA--announced that they are holding a series of exploratory meetings to...
Schwab Reports Success With Business-Building Platform
Program provides access to business consultants for affiliated advisors
An increasing number of independent advisors are either putting their businesses up for sale, selling a portion of their firm, or looking for the best...
Planners who are contemplating a switch from commissions to fees tend to sound like people about to start a strict new diet: This will probably...
Leveling the Playing Field
As more and more small advisors go online with the