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.
It’s that time of year again – time for goal setting, establishing the right habits and getting our year off to the right start. It’s also a time to think about your achievement cycle. Modeling achievement patterns of...
Transitioning to a fee-based business has never been easier. And since most clients don’t understand how you get paid anyway, the move is a chance to clear the air and explain your value.
Think E-Trade revolutionized online financials? Welcome to crowdfunding — the ability to for anyone to invest in nearly any kind of option or enterprise over the Internet at any time. Should your clients be involved?
Sure you can locate a currency converter site in seconds online. But nothing handles the task as elegantly as Vert. Besides changing your rupees to pesos, the $1.99 app can also translate your furlongs to meters, while calculating your Italian...
Danny Ludeman’s retirement from Wells Fargo has sparked some concern among the rank-and-file. Does the new boss need the same boots-on-the-ground experience?
John Kador is the author of 20 books. His latest book (with Brian Cohen) is What Every Angel Investor Wants You to Know: An Insider Reveals How to Get Smart Funding for Your Billion Dollar Idea (McGraw-Hill). www.jkador.com.
The WealthManagement.com list of the Ten Best Business Books, now in its second year, recognizes the most useful business books for financial professionals. Over 25,000 business books were published in 2013. WealthManagement.com editors got...
Many advisors have been conditioned, trained if you will, to position themselves as having all the answers. In a group discussion with a room of advisors following a workshop recently, the consensus was that if somebody asked about what the market...
