Advisors’ Tech Strategies Help Boomers but Ignore Gen X and Y
By Joyce HansonRIAs are making the mistake of inventing non-tech-related strategies for boomer investors at the expense of developing innovations for Gen X and Gen Y clients, says Fidelity.
May 20, 2013
Junxure’s Friedman: Use Tech to Ensure Smooth ExamsThe speed, ease and accuracy with which the information is retrieved will go a long way in determining the outcome of the exam.
May 20, 2013
A Succession Plan That Started at the GymCertain professions and areas of study translate well to financial planning. Who knew personal training was one?
May 20, 2013
NAPFA Names Geoffrey Brown CEOIn his new role as NAPFA CEO, Brown will be responsible for the growth of the organization that now numbers approximately 2,500 members.
May 20, 2013
9 Myths of Breakaway Brokers Becoming RIAsTDAI's new report, "The Myths and Realities of Becoming an RIA: Know the Facts Before Making a Move," debunks common myths about going independent.
May 17, 2013
The Alliance for RIAs (aRIA) Study Group: The 2013 IA 25 Extended ProfileGo to any conference where registered investment advisors meet, and its clear from the buzz in the room that RIAs like to talk.
May 17, 2013
Giachetti: Don’t Listen to the Kool-Aid Compliance SalesmenIf you like your compliance talk spiced up with frankness and salty language, Tom Giachetti of Stark & Stark is your man.
May 17, 2013
Why the CFP Board’s Proposal to Offer CE Is WrongIn the first in a series of posts on the CFP Boards proposal, an argument (from planners themselves) as to why its not a good idea and a look at the current, somewhat woeful, state of continuing education for CFPs.