Wicked Witch wizard of oz
Ding Dong—the Fiduciary Rule Is Officially Dead
Jun 14, 2018
The DOL didn’t exercise the last legal recourse it had to defend the controversial rule, effectively ending the short life of the Obama-era regulation.
World Cup faces
A World Cup Guide for Financial Advisors
Jun 13, 2018
Advisors need to reach out to next gen clients. For the next month, next gen will be talking World Cup. Here’s a primer for advisors.
Kristy Archuleta
Michael Kitces' #FASuccess Podcast: How to Change Client Behavior with Kristy Archuleta
Jun 12, 2018
Kanasa State University Associate Professor Kristy Archuleta tells Michael Kitces why what advisors typically do -- give advice with a long list of recommendations -- is not a good way to get clients to change their financial behaviors for the...
cloud network
Next-Generation Technology Solutions to Propel Your Financial Firm Forward
Jun 11, 2018
Advisors, professionals and IT decision-makers can no longer afford to ignore network improvements and security requirements.
businessman data flow
How Advisors Can Offset the Dwindling Number of TAMP Options on B/D Platforms
Jun 08, 2018
The answer isn’t always going to be RIA-only.
Jim Comey
James Comey: Strong Leaders Celebrate the Success of Those Who Report to Them
Jun 08, 2018
Former FBI Director James Comey shared with advisors at the Pershing INSITE conference some details he left out of his best-selling book.
stephen and kevin show
The Stephen and Kevin Show Episode 66: Why and How to Build Business Rapport
Jun 07, 2018
Bridge the gap between personal and business discussions by asking the right questions.
girl gold chain jewelry
Which Niches Bring the Most Riches?
Jun 07, 2018
Five steps to get niche marketing to play a bigger part in your business.
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