Financial Planning Software: So Many Choices
At the T3 conference in Miami this week, co-founder Joel Bruckenstein sat down with WealthManagement.com to talk about the evolution of technology for advisors, the advantages of Windows 8 and why there will always be a need for human financial planners.
Don’t Fear Your Fees
RIAs are loathe to increase rates, believing it alienates clients. But industry insiders say advisors have more juice than they suspect. Here’s how to get a raise.
A Lifestyle Choice
REP.’s recent “Practice Management” study shows that RIAs tend to use coaches less than counterparts in other channels. Are time and money constraints the reason?
Taking Care of Business
A survey this year by REP./Wealth Management.com shows how RIA attitudes differ from those among advisors in other channels.
Tardy Advisors Get a Reprieve
Mid-sized RIAs who are behind on switching their registration from federal to state jurisdictions now have until Dec. 17 to get caught up.
The Odd Couple: Advisors and Accountants
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.
Desperately Seeking Financing
Obtaining financing to purchase an advisory practice is an undertaking fraught with frustration. Here’s how some advisors did it.
Blotter: September 2012
A former ESPN commentator and college football Hall of Fame coach and his colleague defrauded 97 investors in an $80 million Ponzi scheme...
