Douglas John founder and Managing Partner Requisite Capital Management
Q&A With Requisite Capital’s Doug John: Crisis Underscores Value of Independence
May 05, 2020
The former UBS advisor on how the benefits of a fiduciary obligation to clients, as opposed to corporate shareholders, is made even clearer during times of crisis.
CFP Board office.
CFP Board Postpones Exams to September
May 04, 2020
As testing sites remain closed due to COVID-19, the CFP Board has rescheduled its July exams to September.
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Zoom Fatigue
May 01, 2020
Videoconferencing may be more physically draining than face-to-face meetings.
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Timelineapp Rolls Out Digital Training Modules
May 01, 2020
Timelineapp is launching an education platform for advisors, hoping it will eventually become a space for sharing best practices and development ideas.
A Virtual IMPACT Approved by Advisors
A Virtual IMPACT Approved by Advisors
Apr 30, 2020
Schwab’s decision to move all 2020 conferences to a 'virtual environment' signals changes for the future of industry events—and advisors say they welcome the trend. The main drawback? No 'swag' to bring home to the family.
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LPL Live: Michael Kitces on Reimagining Your Practice
Apr 30, 2020
Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19. 
Transparency with Diana B podcast
Transparency With Diana B.: From Riches to Refugee
Apr 29, 2020
In the early ’90s at the age of 17, advisor Kashif Ahmed and his family found themselves at the center of Iraq’s invasion of Kuwait by Saddam Hussein. Here, he shares his journey out of the country.
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Michael Kitces' #FASuccess Podcast: Customizing Your Practice to a Specialized Niche With Andrew Leonard
Apr 28, 2020
Geometric Wealth Advisors founder Andrew Leonard discusses how he set up his practice to specialize on serving the partners of the big three strategy consulting firms, Bain, McKinsey, and BCG.
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Virtual Conferences for Advisors Get a Boost
Apr 24, 2020
As financial advisor conferences—and the CE credits that go with them—evaporate this year thanks to COVID-19, attendance for virtual replacements is way, way up. Could this be the future of advisor events?
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Coronavirus Journal: No Clocking Out
Apr 23, 2020
The latest in a recurring series of dispatches from financial advisors about their lives—and work—under quarantine.
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