Practice Management http://wealthmanagement.com/taxonomy/term/6620/more en Independence Day Reading List for Financial Advisors http://wealthmanagement.com/business-planning/independence-day-reading-list-financial-advisors <div class="node-body gallery-body">Whether it’s celebrating our country’s anniversary, Memorial Day, Labor Day, Thanksgiving, Martin Luther King Day – these holidays are more than the stock market closing – they are history speaking to us.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/independence-day-reading-list-financial-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/independence-day-reading-list-financial-advisors#comments Business Planning Careers Practice Management Thu, 02 Jul 2015 14:15:00 +0000 935541 at http://wealthmanagement.com The On-Screen Advisor http://wealthmanagement.com/marketing/screen-advisor <div class="node-body article-body">In the not-too-distant future, every firm will allow their advisors to create video. Here’s how you can prepare. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/screen-advisor" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/screen-advisor#comments Marketing Thu, 02 Jul 2015 11:00:00 +0000 931461 at http://wealthmanagement.com Fred Goldstein/Hemera/Thinkstock How To Go Robo http://wealthmanagement.com/business-planning/how-go-robo <div class="node-body article-body">According to a handful of advisors that have recently adopted so-called “robo” investment platforms into their practice, they are finding new areas of growth, saving time and, in some cases, rethinking their fees.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/how-go-robo" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/how-go-robo#comments Technology Business Planning Thu, 02 Jul 2015 09:05:00 +0000 931471 at http://wealthmanagement.com Three Retirement Loopholes Seen Likely to Close http://wealthmanagement.com/retirement-planning/three-retirement-loopholes-seen-likely-close <div class="field-byline"> Liz Weston </div> <div class="node-body article-body">There are plenty of tips and tricks to maximizing your retirement benefits, and more than a few are considered "loopholes" that taxpayers have been able to use to circumvent the letter of the law in order to pay less to the government.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/three-retirement-loopholes-seen-likely-close" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/three-retirement-loopholes-seen-likely-close#comments Client Relations Retirement Planning Tue, 30 Jun 2015 13:19:00 +0000 933401 at http://wealthmanagement.com Advisors Need to Talk to Clients About Fees and Performance http://wealthmanagement.com/client-relations/advisors-need-talk-clients-about-fees-and-performance <div class="field-deck"> There are a variety of things wealth management firms can do to try to increase client understanding. </div> <div class="node-body article-body">There are a variety of things wealth management firms can do to try to increase client understanding.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/advisors-need-talk-clients-about-fees-and-performance" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/advisors-need-talk-clients-about-fees-and-performance#comments Business Planning Client Relations Practice Management Mon, 29 Jun 2015 18:25:00 +0000 933581 at http://wealthmanagement.com Astakhova/iStock/Thinkstock Build Capacity by Engaging Your Staff http://wealthmanagement.com/business-planning/build-capacity-engaging-your-staff <div class="field-deck"> If you determine that your productivity is suffering because you and your team are working at full capacity, it is important to identify where, and how, you might improve efficiency. </div> <div class="node-body article-body">If you determine that your productivity is suffering because you and your team are working at full capacity, it is important to identify where, and how, you might improve efficiency. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/build-capacity-engaging-your-staff" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/build-capacity-engaging-your-staff#comments Business Planning Prospecting Practice Management Mon, 29 Jun 2015 15:54:00 +0000 933271 at http://wealthmanagement.com Rawpixel Ltd/iStock/Thinkstock How to Find the Best Cyber Security Insurance for Your Firm http://wealthmanagement.com/business-planning/how-find-best-cyber-security-insurance-your-firm <div class="field-byline"> Matt Rybaltowski </div> <div class="node-body article-body">A robust cyber security insurance policy can be tricky to procure, even for the most meticulous wealth management firms.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/how-find-best-cyber-security-insurance-your-firm" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/how-find-best-cyber-security-insurance-your-firm#comments Technology Business Planning Mon, 29 Jun 2015 13:30:00 +0000 931601 at http://wealthmanagement.com kalawin/iStock/Thinkstock Mark Casady: How the DOL's Fiduciary Rule Could Be Improved http://wealthmanagement.com/industry/mark-casady-how-dols-fiduciary-rule-could-be-improved <div class="node-body article-body">LPL Financial's CEO and Chairman Mark Casady explains where LPL Financial stands on the DOL's re-proposed fiduciary rule and how the regulation could impact the industry. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry/mark-casady-how-dols-fiduciary-rule-could-be-improved" target="_blank">read more</a></p> http://wealthmanagement.com/industry/mark-casady-how-dols-fiduciary-rule-could-be-improved#comments IBDs Industry Regulation & Compliance Mon, 29 Jun 2015 09:20:00 +0000 930971 at http://wealthmanagement.com Ballers Episode 2: Navigating Family Dynamics http://wealthmanagement.com/blog/ballers-episode-2-navigating-family-dynamics <div class="node-body blog-body"><p>While still overly dramatic, HBO&rsquo;s Ballers&rsquo; second outing proved more realistic in&nbsp;exploring the dynamics financial advisors must navigate when dealing with professional athletes&rsquo; family and friends.&nbsp;(<strong>Warning, spoilers ahead.</strong>)</p></div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ballers-episode-2-navigating-family-dynamics" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-2-navigating-family-dynamics#comments Industry Blogs Client Relations Intelligent Advisor Mon, 29 Jun 2015 06:13:00 +0000 932701 at http://wealthmanagement.com Morningstar: Gender Diversity Key to Success, Says Krawcheck http://wealthmanagement.com/2015-morningstar-investment-conference/morningstar-gender-diversity-key-success-says-krawcheck <div class="node-body article-body">The $14 trillion retirement gap in America “is so scary we’ve stopped talking about it,” Sallie Krawcheck said during a keynote presentation at the Morningstar Investment conference. “And the retirement crisis is a woman’s crisis.”</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/2015-morningstar-investment-conference/morningstar-gender-diversity-key-success-says-krawcheck" target="_blank">read more</a></p> http://wealthmanagement.com/2015-morningstar-investment-conference/morningstar-gender-diversity-key-success-says-krawcheck#comments 2015 Morningstar Investment Conference Strategies Client Relations Retirement Planning Fri, 26 Jun 2015 20:30:00 +0000 932011 at http://wealthmanagement.com Photo by Jim Tweedie