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.
Family offices received an unpleasant and unexpected surprise earlier this month – they are now going to have to register their commodity and futures trades. It will be an onerous, and potentially costly, process, many say.
Verbally abusive, perpetually disgruntled, scathing in his assessment of what ails a business and forcing you to face your own weaknesses: Chef Gordon Ramsey could be the best practice management coach you’ll ever find.
Some surprising statistics about this year’s crop of college freshmen: Most get into the school of their choice, they go to school close to home, and they excel in self-confidence.
These days you can’t afford not to be online if you want to build and safeguard your “brand.” There are many things you can do to head off potential trouble and make sure potential clients don’t stumble upon a nasty...
There’s been a lot of speculation over how many of Morgan Keegan’s 1,000 financial advisors will stick around as the firm gets absorbed into acquirer Raymond James, a deal expected to close in April. Some are resistant to the change or...
The following are some common social media faux pas we’ve seen advisors make over the past few years. By reviewing these and inverting, we can learn from our mistakes and ensure we avoid them.
Despite the many predictions that the crowd would thin on a Saturday morning here on the last day of the Technology Tools for Today (T3) conference after a big night of revelry, advisors, hungry for more technology content, packed the opening...
The first time Tim Kochis went to Asia, he ended up the hospital. It was 1969, and the Marquette University grad was wounded in action on a tour of duty in Vietnam. He got a purple heart.
