Practice Management http://wealthmanagement.com/taxonomy/term/6620/more en How A 2,000-Year-Old Practice Can Double Your Business http://wealthmanagement.com/business-planning/how-2000-year-old-practice-can-double-your-business <div class="field-deck"> Midrash requires that we be disciplined in setting aside time amid the competing demands for our attention. </div> <div class="node-body article-body">Midrash requires that we be disciplined in setting aside time amid the competing demands for our attention.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/how-2000-year-old-practice-can-double-your-business" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/how-2000-year-old-practice-can-double-your-business#comments Business Planning Marketing Prospecting Thu, 16 Apr 2015 15:49:00 +0000 837421 at http://wealthmanagement.com Financial Advisor/CPA Celebration Time http://wealthmanagement.com/business-planning/financial-advisorcpa-celebration-time <div class="field-deck"> CPAs are not much different than today’s affluent prospects – it’s all about relationship management linked to relationship marketing. </div> <div class="node-body article-body">CPAs are not much different than today’s affluent prospects – it’s all about relationship management linked to relationship marketing.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/financial-advisorcpa-celebration-time" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/financial-advisorcpa-celebration-time#comments Business Planning Client Relations Prospecting Practice Management Thu, 16 Apr 2015 13:15:00 +0000 836631 at http://wealthmanagement.com amaliacoyle/iStock/Thinkstock Struggles After the Shield http://wealthmanagement.com/blog/struggles-after-shield <div class="node-body blog-body">How are former NFL players faring with their finances post-retirement? According to a study that collected court filing data of about 2,000 retired players drafted between 1996 and 2003, a total of one in six players declare bankruptcy within 12 years of retirement. </div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/struggles-after-shield" target="_blank">read more</a></p> http://wealthmanagement.com/blog/struggles-after-shield#comments Industry Taxes Blogs Business Planning Strategies Equities Retirement Planning The Daily Brief Thu, 16 Apr 2015 09:00:00 +0000 836641 at http://wealthmanagement.com Women Retire Poorer http://wealthmanagement.com/blog/women-retire-poorer <div class="node-body blog-body">RIAs need to view technology as an investment, not a cost, according to the RIA in a Box Compliance Blog. And those firms that are aggressive in adopting new technologies are also the ones that grow the fastest.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/women-retire-poorer" target="_blank">read more</a></p> http://wealthmanagement.com/blog/women-retire-poorer#comments Industry RIAs Blogs Business Planning Strategies Philanthropy Careers The Daily Brief Wed, 15 Apr 2015 09:00:00 +0000 835881 at http://wealthmanagement.com Q&A: Beating Automated Advisors At Their Own Game—And Winning http://wealthmanagement.com/technology/qa-beating-automated-advisors-their-own-game-and-winning <div class="node-body article-body">David Lyon wanted to build a “concierge approach” to working with clients, launching Oranj (<a href="http://www.oranj.com" title="www.oranj.com">www.oranj.com</a>) just as reps started to scramble for online tools in 2013. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/qa-beating-automated-advisors-their-own-game-and-winning" target="_blank">read more</a></p> http://wealthmanagement.com/technology/qa-beating-automated-advisors-their-own-game-and-winning#comments Technology Client Relations Tue, 14 Apr 2015 15:49:00 +0000 835641 at http://wealthmanagement.com <p>David Lyon</p> Advisors' Launch of 'Robo' Services Seen as Bold Move http://wealthmanagement.com/client-relations/advisors-launch-robo-services-seen-bold-move <div class="field-byline"> Hilary Johnson </div> <div class="node-body article-body">Some flesh-and-blood financial advisers are competing head-on with so-called "robos" by providing their own low-cost automated investment advice services.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/advisors-launch-robo-services-seen-bold-move" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/advisors-launch-robo-services-seen-bold-move#comments Technology Business Planning Client Relations Tue, 14 Apr 2015 14:08:00 +0000 835581 at http://wealthmanagement.com <p>David Edwards of Heron Financial Group has created his own&nbsp;low-fee digital advice platform.</p> <p>David Johnson</p> Ten Tech Tools To Make Your Practice Better, Stronger, Faster http://wealthmanagement.com/business-planning/ten-tech-tools-make-your-practice-better-stronger-faster <div class="node-body gallery-body">These programs enhance how you interact with clients, provide details more quickly, and strengthen offerings you have today.</div> <div class="field-interstitial-ads-frequency"> <span>Interstitial Ads Frequency:&nbsp;</span> -1 </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/ten-tech-tools-make-your-practice-better-stronger-faster" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/ten-tech-tools-make-your-practice-better-stronger-faster#comments Technology Business Planning Tue, 14 Apr 2015 14:04:00 +0000 835571 at http://wealthmanagement.com U.S. SEC Investigating Sale of Complex Securities to Mom-And-Pop Investors - Official http://wealthmanagement.com/regulation-compliance/us-sec-investigating-sale-complex-securities-mom-and-pop-investors-official <div class="field-byline"> Sarah N. Lynch </div> <div class="node-body article-body">A top regulator on Tuesday said the U.S. Securities and Exchange Commission will bring more enforcement actions against companies selling complex securities and risky structured products to retail investors.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/regulation-compliance/us-sec-investigating-sale-complex-securities-mom-and-pop-investors-official" target="_blank">read more</a></p> http://wealthmanagement.com/regulation-compliance/us-sec-investigating-sale-complex-securities-mom-and-pop-investors-official#comments Legal Strategies Regulation & Compliance Tue, 14 Apr 2015 12:00:00 +0000 835381 at http://wealthmanagement.com Copyright Chip Somodevilla, Getty Images How To Prepare For An Advisor's Unexpected Death http://wealthmanagement.com/blog/how-prepare-advisors-unexpected-death <div class="node-body blog-body">After the untimely deaths of three advisors over a year and a half, president and founder of Integrated Financial Partners Paul Saganey knows more than most to plan for the unexpected.</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/how-prepare-advisors-unexpected-death" target="_blank">read more</a></p> http://wealthmanagement.com/blog/how-prepare-advisors-unexpected-death#comments Blogs Business Planning Practice Planning Succession Planning Intelligent Advisor Mon, 13 Apr 2015 19:23:00 +0000 834551 at http://wealthmanagement.com SIFMA Panel: SEC Fund Fee Review May Start with Advisors http://wealthmanagement.com/regulation-compliance/sifma-panel-sec-fund-fee-review-may-start-advisors <div class="node-body article-body">The SEC’s review of mutual fund fees may initially focus on advisors who received a fee for services never offered, said panelists at the SIFMA Private Client conference in Chicago. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/regulation-compliance/sifma-panel-sec-fund-fee-review-may-start-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/regulation-compliance/sifma-panel-sec-fund-fee-review-may-start-advisors#comments Legal Regulation & Compliance Mon, 13 Apr 2015 16:03:00 +0000 834501 at http://wealthmanagement.com