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A TD Ameritrade sign.
Industry News & Trends
More Advisors Experiment with Alternative Pricing ModelsMore Advisors Experiment with Alternative Pricing Models

Advisors looking to bring in Generation X and millennial clients are finding different pricing structures—not the traditional AUM model—that resonates with prospects, according to a new TD Ameritrade Institutional survey.

byDiana Britton, Managing Editor
May 9, 2018
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1 Min Read
Jim Weddle Penny Pennington
RIA
Penny Pennington Named to Succeed Jim Weddle at Edward JonesPenny Pennington Named to Succeed Jim Weddle at Edward Jones
byWealthManagement.com Staff
May 9, 2018
1 Min Read
worried woman
Client Relations
Married Female Professional Out-Earning Spouse Seeks Support GroupMarried Female Professional Out-Earning Spouse Seeks Support Group
May 7, 2018
1 Min Read
tug of war
Business Planning
The Driving Forces Behind Growth, Movement and DisruptionThe Driving Forces Behind Growth, Movement and Disruption
byMindy Diamond
May 4, 2018
1 Min Read
AXA
Diversity & Inclusion
AXA's Investment Arm Takes Companies to Task Over DiversityAXA's Investment Arm Takes Companies to Task Over Diversity
byReuters
May 4, 2018
1 Min Read
getting the boot fired
Growth Strategies
What Triggers the Affluent to Replace Their AdvisorWhat Triggers the Affluent to Replace Their Advisor
byMatt Oechsli
May 3, 2018
1 Min Read
sad woman
Client Relations
When Mother’s Day Is Painful for Your Clients
When Mother’s Day Is Painful for Your Clients
May 2, 2018
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1 Min Read
byAmy Florian, CEO
wind up businessman robot
WealthTech
Help Wanted: Bionic Advisors
Help Wanted: Bionic Advisors
Apr 27, 2018
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1 Min Read
byWealthManagement.com Staff
conversation
Growth Strategies
How to “Talk Business” Without Talking About Your Business
How to “Talk Business” Without Talking About Your Business
Apr 26, 2018
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1 Min Read
byStephen Boswell, Kevin A. Nichols
Bitcoins
Alternative Investments
Personal Capital’s Harris: Bitcoin a “Colossal Pump-and-Dump Scheme”
Personal Capital’s Harris: Bitcoin a “Colossal Pump-and-Dump Scheme”
Apr 26, 2018
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1 Min Read
byWealthManagement.com Staff
referrals
Client Relations
Referrals Aren’t Dead
Referrals Aren’t Dead
Apr 24, 2018
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1 Min Read
byDavid Lyon, CEO and co-founder
businessmen-talking
Client Relations
What an Advice-Centric Experience Looks Like
What an Advice-Centric Experience Looks Like
Apr 23, 2018
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1 Min Read
running growth
Marketing
Referrals and Recruitment Are Key to Advisory Firm Growth
Referrals and Recruitment Are Key to Advisory Firm Growth
Apr 19, 2018
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1 Min Read
sk show 65
Growth Strategies
Stephen and Kevin Show Episode 65: Three Tips for Your Proposal Meetings
Stephen and Kevin Show Episode 65: Three Tips for Your Proposal Meetings
Apr 19, 2018
byStephen Boswell, Kevin A. Nichols
whisper
Growth Strategies
How Today’s Affluent First Became Aware of Their Advisor
How Today’s Affluent First Became Aware of Their Advisor
Apr 19, 2018
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1 Min Read
byMatt Oechsli, Columnist: The Inner Game
rocking chairs on porch
Retirement
How Advisors Can Help Clients Facing an Empty Nest
How Advisors Can Help Clients Facing an Empty Nest
Apr 19, 2018
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1 Min Read
Robert Karn
Business Planning
Fix My Business: Good Help Is Hard to Find
Fix My Business: Good Help Is Hard to Find
Apr 19, 2018
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1 Min Read
byAnne Field, Columnist: Fix My Business
Heather Fortner
Career Moves
Michael Kitces’ #FASuccess Podcast: Talking Niches with Signature FD’s Heather Fortner
Michael Kitces’ #FASuccess Podcast: Talking Niches with Signature FD’s Heather Fortner
Apr 17, 2018
byMichael Kitces
SEC seal
Client Relations
SEC Runs Background Check Promos
SEC Runs Background Check Promos
Apr 17, 2018
|
1 Min Read
byWealthManagement.com Staff
Mindy diamond podcast
Career Moves
A Multi-Generational Indy Breakaway Story
A Multi-Generational Indy Breakaway Story
Apr 16, 2018
byMindy Diamond, CEO, Diamond Consultants
divorce split
Retirement
Rise of ‘Gray’ Divorce Is Forcing a Financial Reckoning After 50
Rise of ‘Gray’ Divorce Is Forcing a Financial Reckoning After 50
Apr 13, 2018
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1 Min Read
bySuzanne Woolley
pulling rope teamwork
Business Planning
Seven Must-Have SOPs
Seven Must-Have SOPs
Apr 12, 2018
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1 Min Read
byStephen Boswell, Kevin A. Nichols
Brad Johnson Podcast Jon Acuff
Business Planning
Jon Acuff on How to Finish What You Start (Including That Book You Want to Write)
Jon Acuff on How to Finish What You Start (Including That Book You Want to Write)
Apr 11, 2018
byBrad Johnson, Co-Founder, Triad Partners
Hightower Advisors CEO Elliot Weissbluth
Business Planning
Michael Kitces’ #FASuccess Podcast: Elliot Weissbluth on the Future of the Broker/Dealer Model
Michael Kitces’ #FASuccess Podcast: Elliot Weissbluth on the Future of the Broker/Dealer Model
Apr 10, 2018
byMichael Kitces
businessman money
Industry News & Trends
Advisors’ Use of Fixed Planning Fees on the Rise
Advisors’ Use of Fixed Planning Fees on the Rise
Apr 9, 2018
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1 Min Read
byDiana Britton, Managing Editor
Facebook eye
Marketing
Four Facebook Advertising Lessons for Advisors
Four Facebook Advertising Lessons for Advisors
Apr 9, 2018
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1 Min Read
shaking hands money
Growth Strategies
Why Affluent Prospects Hire Their Advisor
Why Affluent Prospects Hire Their Advisor
Apr 9, 2018
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1 Min Read
byMatt Oechsli, Columnist: The Inner Game
SEC building
RIA
Three Firms Charged for Selling High-Priced Share Classes
Three Firms Charged for Selling High-Priced Share Classes
Apr 9, 2018
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1 Min Read
byWealthManagement.com Staff
Jamie Dimon
Client Relations
JPMorgan Chase Expects to Double Market Share of Affluent Clientele
JPMorgan Chase Expects to Double Market Share of Affluent Clientele
Apr 5, 2018
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1 Min Read
byMichael Thrasher, Staff Writer
car sales
Client Relations
Five Car-Buying Mistakes Clients Make
Five Car-Buying Mistakes Clients Make
Apr 5, 2018
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1 Min Read
byKevin McKinley, Columnist: Generations
stock ticker prices
ETFs
What New ETF Would You Like to See?
What New ETF Would You Like to See?
Apr 5, 2018
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1 Min Read
byWealthManagement.com Staff
coffee meeting
Growth Strategies
Timeline of Converting Prospects to Clients
Timeline of Converting Prospects to Clients
Apr 4, 2018
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1 Min Read
byMatt Oechsli, Columnist: The Inner Game
Dan Akyroyd trading places
Client Relations
Sudden Loss of Wealth Harmful to Your Health
Sudden Loss of Wealth Harmful to Your Health
Apr 4, 2018
|
1 Min Read
byWealthManagement.com Staff
Adam Birenbaum
Business Planning
Michael Kitces’ #FASuccess Podcast: Adam Birenbaum on Using Outside Capital to Fund M&As
Michael Kitces’ #FASuccess Podcast: Adam Birenbaum on Using Outside Capital to Fund M&As
Apr 3, 2018
byMichael Kitces
Mindy diamond podcast
Career Moves
Quasi-Independence: The Sophisticated Independent Model That Offers the Best of All Worlds
Quasi-Independence: The Sophisticated Independent Model That Offers the Best of All Worlds
Apr 2, 2018
byMindy Diamond, CEO, Diamond Consultants

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