Getting the Right Tools for Financial Planning, Asset Management
I've changed my financial planning software, and have re-upped for Morningstar Advisor Workstation, with one very nice addition: YCharts.
Want to Lure Millennials? Forget ‘Retirement Planning’
XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."
How to Sell Your ‘Invisible’ Services to Prospective Clients
A 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.
If You Can’t Beat Robo-Advisors, Become One
AutoPilot aims to provide advisors with their own private-labeled automated asset management engine to neutralize the robo-advisor threat.
How to Turn Rugs Into Riches
Increasing prices indicate that interest in high-quality antique rugs continues to grow, but especially for new collectors, caveats apply.
IMCA to Offer Online Courses With MIT Sloan for CIMA Certification
Program joins business schools at Penn, Chicago and Carnegie Mellon in offering educational component for CIMA candidates.
Merrill Clear Adds Client Travel Service, Boosts Training
The firm adds travel services for clients and longevity training for advisors.
12 Best & Worst Broker-Dealer 401(k) Plans: 2015
Using BrightScope data, we ranked 12 big firms on the tools they give their own employees to prepare for retirement.
A Simple Strategy for Achieving Clients’ Charitable Goals: the Donor-Advised Fund
Your clients don’t need the mega-wealth of a Warren Buffett to have philanthropic aspirations, nor need they worry about complicated giving strategies.
Top 10 States With Most Millionaires: 2015
Several states made big jumps on the list thanks to the oil boom, Phoenix Marketing found.