How to Attract More Female Advisors and Clients
This challenge should be top of mind for financial advisory firms, according to some panels at this week's FPA annual conference.
FPA, CFP Board Formalize Their Collaboration
The stronger collaboration is designed to benefit the organizations, the financial planning profession and the public.
Coach Fulmer: 6 Ways Advisors Can Build Winning Teams
Growing trust in business is not all that different from coaching college football, according to Phillip Fulmer, former head coach at Tennessee.
Why Trust Company of America Is on Track to Double Its Assets
Several macro trends within the industry have contributed to the custodian's growth over the past six years.
FPA Board Chooses Former Intelligence Officer as President-Elect
President-elect Evelyn Zohlen is also founder and president of Inspired Financial in Huntington Beach, California.
Partner and Vendor Decisions: Do’s & Don’ts
DO clarify in writing the purpose and ideal outcomes of any changes you are considering. DON’T settle for an IT partner that never speaks your language.
How — and Where — Advisors Are Spending the Same Dollar Twice
Too many advisory firms waste money. Here’s how to get fintech and other operational changes done right (the first time).
Mark Tibergien Looks to the Future of RIAs
Readers voted Tibergien the industry's most influential person (ahead of Warren Buffett). In an interview, he reflects on the state of the RIA business model.
Creating Client Events That Aren't a Waste of Time
A common line of questioning I get from my clients goes something like this: “Are generational changes best understood through the lens of life stages? Don't we all change and evolve as we grow older?”
Runaway CEOs: The Billion-Dollar Question
To grow to $1 billion in assets, an owner-advisor must decide: Do I want to become CEO?