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.
What do you say when someone asks you about do-it-yourself options, robo-advisors, and other low-cost alternatives? Most of your competition is caught off-guard when asked. Don’t let this be you
Here are a few lessons to think about while you watch all of the classic Christmas movies. Perhaps the most important of all: Family is everyone's top consideration
As we enter 2015, the S&P 500 is likely to be up over the last year (up 10 percent as of Dec. 11, 2014). Accordingly, affluent investors are more optimistic about their family’s financial situation despite concerns about taxes, health...
How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management, according to the Alliance for Registered Investment Advisors. Today that number is past 700 and appears to be...
Imagine if everyone who knew you promoted your services. This would be a financial advisor’s dream. Yet this is the world of many “elite” financial advisors. They have mastered the most powerful affluent marketing tool: word-of...
