Top 12 Tech Trends Impacting Advisors: Mary Meeker
Analyst Mary Meeker draws attention to everything from social media to cybersecurity in her latest talk.
10 Building Blocks for a Great Financial Planning Practice
From a FinaMetrica co-founder, here's one of the 10: Never treat couples as one entity. Respect for individuality is the heart of great financial advice.
7 Things Advisors Must Know to Win Young Male Clients
Men in their 20s and 30s don't act like women their age or like older men. Here’s how advisors can understand, attract and retain them.
What SEC’s Recent Social Media Guidance Means for Advisors
It is important to understand exactly what the guidance update on using testimonials via social media has and has not changed.
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.
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.
Investors Flee Bubbly Valuations, Seek Value: TrimTabs
TrimTabs CEO David Santschi says investors have made a massive shift from growth to value stocks this spring, creating opportunity for traders sifting through carnage.
Kidnappings by Terrorists Raise Concerns for Nigeria Investors
The kidnapping of hundreds of girls by the Boko Haram terrorist group thrusts the emerging nation's security problems into the spotlight.
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.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.