To Justify the Value of Financial Planning to Clients, Consider Saliency
By Michael E. KitcesIf you want to be more valued (and compensated) for the financial planning work you perform on clients' behalf, including the 'shadow work,' you'd best understand how saliency works.
August 28, 2013
Top Advisor Blasts RIAs, Brokers in New BookIf youre reading this and you get pissed, youre probably guilty of being a bad advisor, Steve Lockshin says.
August 28, 2013
What’s ‘Fee Only’? CFP Board and NAPFA DivergeIs 2% ownership of a BD really so "insubstantial"? The CFP Board and NAPFA take different tacks on issue flowing from the Alan Goldfarb case.
August 22, 2013
10 Ways to Connect With Clients Using Your iPadPershing CIO Ram Nagappan shares his favorite ways to use an iPad to make presentations anytime, anywhere.
August 22, 2013
Raymond James Sees 34% Jump in July AUMMeanwhile, Charles Schwab reports $8.8 billion in net new assets for the month.
August 21, 2013
RIA-to-RIA Deals Dominate in 2013: Pershing Advisor SolutionsRIAs are the busiest participants in the M&A arena so far in 2013, Pershing Advisor Solutions says in its latest report.
August 20, 2013
SEC Names Jarcho Associate Exam Director for AdvisorsShe will oversee a staff of 450 lawyers, accountants and examiners responsible for inspections of U.S.-registered advisors
August 20, 2013
Hybrid Firms: What Are You Getting for Your Pay Cut?"Were willing to be in the trenches with our advisors," says Stratos CEO Jeffrey Concepcion, who recently helped an advisor win a $35 million account ...