Questions to Ask When Building or Structuring Your Team. Part II—The Specifics
A successful team will be able to discover how they click and why, and know what characteristics of your team relationships most limit your success.
Why Sorting Clients by Age, Gender Is a Mistake
There are much more effective ways to segment your client base to better meet every individual's needs.
TDAI on Advisor Recruiting: Think Broader
For example, career changers, like disaffected teachers or social workers, can make great financial planners, TDAI's Kate Healy says.
Fidelity’s eMoney Deal Will Help It Compete With Robo-Advisors: Kitces
The personal financial management software could offer a "potential treasure trove" of insights to Fidelity, Michael Kitces says.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...
Strategizing Like a Statesman
It's not that often that the private sector turns to the political arena for inspiration. But there's one remarkable political skill that businesses should note.
Do You Have a Scalable Business?
Getting bigger is a great objective — if growth can be translated into results.
6 Thinking Mistakes Advisory Firm Owners Make
The success or failure of most owner-advisors doesn't depend on what most people would imagine. What really matters is how they think.
What Advisors Can Learn From the Sony Hack
The destructive hack has implications for all sorts of businesses, including your clients’—and yours.
Should I Hire a New or Experienced Planner?
As financial planning firms grow, eventually they need to hire a new planner. The question firm owners face is this: hire someone new to the industry, or hire an advisor who's more experienced?