Are You Zooming In or Zooming Out? Challenging Conventional Strategic Planning
By Mark TibergienJohn Hagel, co-chairman of Deloitte's Center for the Edge, says the best-performing companies deploy a strategic planning approach he refers to as Zoom In-Zoom Out.
July 31, 2015
1 in 10 Advisors Have Never Heard of Robos: SurveyA survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.
July 30, 2015
Summer Is an Ideal Time for Strategic PlanningSummer is the ideal time for owner-advisors to start getting their firms, and themselves, ready to grow.
July 30, 2015
Most Advisors See Little Effect From New Fiduciary Rules, Survey FindsBut, expert asks, do reps really understand what they will need to do to fully monitor and manage investment suitability?
July 30, 2015
Court Rules There’s No 180-Day Limit on SEC InvestigationsAn appellate court has agreed with the SECs self-serving interpretation that Dodd-Frank's 180-day Wells notice limit was not an enforceable limit at all.
July 28, 2015
LPL Sees Strong Hybrid RIA Growth Amid ‘Massive Consolidation’LPL advisors can potentially save time and money using the companys new Vendor Affinity Program, the firm announced Tuesday.
July 27, 2015
LPL Announces Robo-Advisor PlanLPL will roll out a pilot robo program involving 20 advisors in the next 60 days, says President Dan Arnold.
July 27, 2015
So Far, I'm a Happy Customer of RedtailDue to my initial experience with my new CRM provider, Redtail, I'm one happy customer, but you should do a cost-benefit analysis before deciding.