Ferri’s Forecast for Next 30 Years
As a flurry of forecasts look at the coming quarter or year, Portfolio Solutions principal Rick Ferri takes a bit of a longer view.
Millennials Near Tipping Point: Are You Ready?
This generation of more than 80 million potential clients is beginning a transition phase, highlighted by buying their first homes.
One Step at a Time: An Open Letter to the Institute for the Fiduciary Standard
The Institute for the Fiduciary Standard called for public and industry comment in a January white paper outlining 11 best practices for advisors and brokers who provide advice to clients. What follows is an open comment letter that I sent to the Institute in March
Getting New Clients: The New Wealth Manager
There are tried and true ways to get new clients, but will that change in the new wealth management landscape?
“The fault, dear Brutus, is not in our stars, but in ourselves.”
What Will Be Your Legacy?
A long-ago boss often reminded us that our business obligations extended to five constituencies: our clients, our employees, our community, our business partners (vendors and suppliers) and our industry.
Stay in Your Lane, Part 2: Creating Infrastructure
In the summer of 2003, Jordy Nelson walked onto the Kansas State football practice field.
The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar.
RIAs Dominate M&A Deals for Second Year Running
“It remains a seller’s market for RIAs, and the industry is in a position of strength,” Schwab's Jonathan Beatty said.
LPL Adds $2B RIA to Custody Platform
Center for Wealth Planning has used the firm’s corporate RIA and broker-dealer for 10 years.