Behind the Numbers: Trends From the 2012 Fiduciary Survey, Pt. 3
By Kathleen M. McBride, FiduciaryPathThe data provided by the 2012 fi360-AdvisorOne survey on the fiduciary standard suggests three trends to watch among advisors of all business and compensation models.
May 10, 2012
3 Ways to Find New Clients More EfficientlyRydex AdvisorBenchmarking report shows new normal of RIAs spending more of their time on client acquisition and maintenance. Heres how to be efficient while doing so.
May 09, 2012
Michael Kitces: The 2012 IA 25 Extended ProfileOne of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, The Advisor Guide to Annuities, is due out in May.
May 09, 2012
The Most Effective and Cost-Efficient SRO for Advisors? FINRAFragmented oversight constitutes a serious risk for the Main Street investor; the established SRO is the best way to ameliorate that risk.
May 08, 2012
NAPFA Names Ron Rhoades ChairmanOn opening day of the 2012 NAPFA annual conference in Chicago, outgoing chairwoman Susan John named Ron Rhoades to succeed her as head of the fee-only planners group.
May 07, 2012
Kitces: Can Financial Advisors Keep Pace in a Digital Future?Michael Kitces took the stage at the 2012 FPA Retreat to offer his vision of what the future holds for financial planning in the digital age.
May 07, 2012
NAPFA Goes to Chicago for Biggest-Ever Annual ConferenceNAPFA's biggest-ever national conference, from May 8 to 11 in Chicago, will tackle topics such as practice management, alternative investing strategies, tax planning and more.
May 06, 2012
2012 Fiduciary Findings Pt. 2: How Advisors Feel About Effects of Fiduciary StandardThe second annual AdvisorOne-fi360 survey gauging advisors' attitudes on the fiduciary standard found that many respondents would welcome a DOL-like fiduciary standard on retirement accounts.