Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Jamie Hopkins: Your Clients Don't Care About Your Fee Model
By Jeff BermanThey do care about knowing what they're getting, and many advisors struggle to articulate their value, the Carson Group executive says.
June 03, 2022
Ric Edelman: Advisors Can Hate Crypto but Can't Ignore ItCrypto is projected to generate $5 billion in advisory fees over the next five years, he says.
June 02, 2022
Kitces: To Serve Clients More Efficiently, Think Beyond the ObviousIf you think your only options for meeting special client needs are to say yes or no, keep thinking, Kitces says.
June 02, 2022
TIPS Still a Good Inflation Hedge for Some Investors: Schwab PanelAnd ETFs are a simple way to get TIPS exposure, Schwab's D.J. Tierney says.
June 01, 2022
Explosion of Firm Models Poses a Human Capital ChallengeSince the hiring process has more dimensions than ever, a candidate's goals should match your firm's type.
June 01, 2022
7 Secrets of Top Advisors Who've Successfully Moved Their BooksI've worked with advisors switching firms for years. Here's what the most successful movers have in common.
June 01, 2022
Joe Duran: How Advisors Can Rise Above the 'Sea of Sameness'The head of Goldman Sachs Personal Financial Management counsels advisors to ask themselves: "Why would I hire me?"
May 31, 2022
An Inside Look at the Technology Advisors LikeJoel Bruckenstein and Bob Veres ask advisors annually about their tech preferences and usage, what works and doesn't.