XY Planning Founders Launch Compliant Payment Processing for Advisors
Michael Kitces and Alan Moore want to help fee-for-service advisors say goodbye to paper checks with AdvicePay.
Need to Know Your Clients Better? Try Playing a Game
UC Berkeley professor Shachar Kariv tells ThinkAdvisor how his software gamifies the task of understanding clients’ true risk tolerance.
Moving From Legacy Tech to Integrated Platforms: The Advisor’s Why, When and How
Today, advisors are feeling the pinch as organic industry growth continues to slow. Streamlined and more efficient technology is just one way to make a practice more efficient – and more competitive.
Fintech Deployment Woes? Call In the ‘New Gatekeeper’ Team
The choice of technology solution — whether for CRM, planning or practice management — is often fraught with peril.
The Underrated Art of Listening to Your Clients
After a plane crash hurt his ability to speak, advisor Randy Carver learned how to really listen. And his practice flourished.
Growing Your Business Is Not Like Being in a Contest
Many owners of advisory firms get so focused on growing their business that they fail to stop and think about what they really like about it.
How to Think Outside the ‘Black Box’ on Succession Planning
To boost their practice valuations, advisors must focus on translating prospective improvements into reality, according to Truelytics’ Kevin Connor.
Prepare Now for Business Recovery Events
Even if you don't live in hurricane country, it's smart business to be ready for work stoppages big and small.
10 Steps for Climbing the Career Ladder
If you are an associate planner with your sights set on a lead advisor role, here are ideas to help set and achieve your goals.
Trump Is Said to Lean Toward Jay Powell as Next Fed Chairman
Powell is a Fed governor and reportedly one of three top contenders, along with Stanford professor John Taylor and current chair Janet Yellen.