Mergers between advisors and accountants are often seen as marriages of mutual interest, but don’t kid yourself. Industry experts say there’s a Mars-and-Venus quality to the partnerships that makes success difficult.
Ron Rhoades’ decision to step down as chair-elect of NAPFA may have been inevitable, some industry observers said Tuesday, even though they viewed the compliance error at his RIA that sparked the move as a relatively minor mistake.
The new technology platform at SEI Advisor Network has been a seven-year, $600 million project and is, according to MD Steve Onofrio, the only system for independents that integrates an investment platform and a custody platform. "The real win is keeping the advisor in the advisory business, not the technology business."
Married clients make compromises everyday—but they shouldn't have to when it comes to retirement planning. Many retirement income plans require clients to make difficult decisions today thay may limit their ability to adapt to their needs in the future....More
High-impact educational events should be focused on the needs and interests of clients. This webinar will teach successful and cost-effective ways to conduct client seminars, investment education meetings, and other workshops....More
Financially successful families often employ domestic staff to make their busy lives easier to manage, but they can inadvertently achieve the opposite if they do not follow proper employment methods....More
As you determine which ETFs best meet your clients’ needs and objectives, bear in mind ETF liquidity and trading. This will help you better maximize opportunities and optimize trades at the best possible price in order to gain potentially higher total returns....More
As plan sponsors become more attuned to the importance of retirement readiness, there is an increasing focus on finding ways to leverage plan design to help participants get the best possible retirement outcomes....More