Partner and Vendor Decisions: Do’s & Don’ts
By Marty Miller, Matt LynchDO clarify in writing the purpose and ideal outcomes of any changes you are considering. DONT settle for an IT partner that never speaks your language.
October 02, 2017
How — and Where — Advisors Are Spending the Same Dollar TwiceToo many advisory firms waste money. Heres how to get fintech and other operational changes done right (the first time).
October 02, 2017
Want Clients? Use ‘Little Data’ to Get Big ResultsHow to use small amounts of data and Google Maps to create great outcomes for both your CRM system and advisory practice.
October 02, 2017
Best of ClassHow an idea, a teacher and a public school leader are inspiring advisors to create a legacy that will reverberate through their communities.
October 02, 2017
Runaway CEOs: The Billion-Dollar QuestionIn my Aug. 10 blog, The Terrible Twos: The Key Decision Point for Advisory Business Growth, I wrote about owners of independent advisory businesses who want to grow beyond $2 million in annual revenues.
October 02, 2017
Mark Tibergien Looks to the Future of RIAsReaders voted Tibergien the industry's most influential person (ahead of Warren Buffett). In an interview, he reflects on the state of the RIA business model.
October 02, 2017
Why Trust Company of America Is on Track to Double Its AssetsSeveral macro trends within the industry have contributed to the custodian's growth over the past six years.
October 02, 2017
Why You Can’t Be ‘Three-Quarters of a Fiduciary’Former SEC Commissioner Luis Aguilars comments reverberate more loudly today, as fiduciary rules at DOL, SEC and CFP Board come into focus.