Record keeping, color coding and cloud computing help one firm add a personal touch to client relationships.
Live from <i>IN</i> Best Practices Workshop: 'Compensation is not always a motivating factor'
Advisers have an opportunity, as long as they don't question the questions.
Plus: How-to for advisers going solo, global investors bail on Obama, deflating market bubble babble
Being thankful is not enough, we need to pay it forward.
Though most advisers do address giving, many clients walk away unsatisfied
New tools include improved daily alerts and Wade Pfau's 'safe savings rate' function.
Although I say that technology can be my best friend and my worst enemy, I have to admit that it has truly enabled a better life and a more successful career.
The AdviceIQ site features profiles and rankings of about 2,600 financial advisers from 27 broker-dealer firms, detailing their assets under management, client characteristics, mission and contact information.
Plus a look at how Apple's latest product event could affect advisers, and how to spice up client surveys.
Other proposals include states requiring small businesses to establish deferred-comp plans.
Transition packages are a long-standing industry standard offered to financial advisers changing firms and affiliations.
When an advisor is considering a transition and comparing offers from multiple firms “technology” is often cited as a deciding factor and for good reason. A technology migration can often be one of the most time consuming portions of a move. Technology hiccups can also be unsettling if clients get wind of it.
Joe Duran offers three simple ways to make volatility your ally by preparing clients now for the next big market drop. They'll thank you later.
With Halloween approaching, check out some things that what will surprise (or even shock) many folks when it comes to creating a successful, fright free, succession plan.
