Twelve Positive Ways the Crisis Will Impact RIAs

Apr 29, 2020

With so much uncertainty and negativity pervading our lives, it’s helpful to imagine a future where we witness positive effects of the crisis on the RIA industry.

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.

Some RIAs Denied PPP Loans, Leaving Advisors Puzzled

Apr 29, 2020

Some advisors were deemed ineligible for the government’s loan program, but it’s unclear why.

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.

Look Like A Pro When Using Video

Apr 28, 2020

Working from home doesn’t mean you shouldn’t still look professional.

Emotional Support for Unemployed Clients

Apr 27, 2020

With more than 26 million Americans out of work due to the coronavirus crisis, here is how financial advisors can make them feel understood and demonstrate they are there for them.

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?

Go Local With Your SEO

Apr 24, 2020

Ranking on the first page of Google searches for financial advisors in a given town, city or region can bolster website traffic, overall brand visibility and credibility.

FINRA to Announce Cybersecurity Preferred Partners

Apr 23, 2020

The self-regulatory organization has tapped a handful of security firms after a lengthy vetting process.