In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
The recent unfortunate announcement that Curian Capital decided to exit the TAMP business (turnkey asset management program) put a lot of advisors in a difficult position. Within a day of the announcement, many advisors told me they were inundated...
Financial advisors are in the unique position prepare Baby Boomers turning 65 not just financially, but emotionally to be ready for retirement. Money alone does not buy happiness.
Years ago, the branding tool of choice for financial advisors was the brochure. This static piece of glossy collateral usually required a fairly substantial investment, but its branding value has been on a serious downward trend for well over a...
