How (Not) to Name Your Advisory Firm
Advisors who want to name a firm after themselves should think twice, says Christopher Norton of marketing firm Blu Giant.
AUM or Flat Fees? Start and End With Your Clients’ Needs
Once you’ve determined who your target clients are and what services you will provide, decide how to charge them based on their needs, not yours.
How Mature Is Your Firm's Social Media Strategy?
Hearsay Social's new Social Business Maturity Model lets firms benchmark themselves against others using seven factors.
RIAs Are Least Dependent on Value-Add Support: Survey
The fastest growing segment of the financial advisor market is also the segment least dependent on outside support from asset managers, insurance companies and BDs.
Advisors Messing Up on Making Millennials Their Clients, Advisors Say
Fifty-six percent of advisors in Hartford Funds’ Advisor Anxiety Survey said they did less to attract millennials than they did to attract other groups.
DOL Fiduciary Proposal Must Be Broader: Bobby Monks
“Broken” U.S. financial system filled with intermediaries whose fees leave investors poorer.
Orion Advisor Services Integrates With Advizr to Streamline Processes
Orion’s portfolio accounting software will feed directly into Advizr’s streamlined financial planning application
Compliance Now Core Financial Services Business Practice
Cipperman poll finds many firms don’t spend enough to make compliance programs effective.
Robo-Advisors Will Need Humans — Yes, Humans — to Grow Business: Cerulli
New research from Cerulli shows that consumers are not using technology to replace professionals outright.
Financial Planning: Great Tool, Bad Product
AUM or flat fees? In the end, a client's financial security is attained by growing investment portfolios, not by the plan itself.