Firm sees 'simplicity' and 'transparency' in new fee structure for target group.
Disinformation can lead to clients leaving money on the table; fight for your right
Discipline in financial management is a defining characteristic of a successful independent advisory business. Because it is easy to ignore in the face of the many demands on the financial advisor/owner, it is also absent in most firms and one of the contributing factors to the large number of small practices that dominate the industry. The stakes are high when it comes to a firm's success in careful management of its finances; practices that generate a comfortable profit margin can sustain reinvestment in support of growth at a rate their peers envy and ultimately command a higher multiple in a liquidity event.
Helping clients sell their family business.
FP Transitions' Bueerman suggests knowing how much your firm is worth and why can help you discover ways to enhance it.
CEO Casady says strong markets keeping advisers put though firm's pipeline is building.
Accountants and lawyers deliver more promising prospects; nonprofits provide another opportunity
Tools that can work directly with clients, are 'implementation oriented' are high on wish list.
Pay of industry leaders is recovering, but slowly, after the financial crisis. See who made what.
As economy picks up, older Americans most likely to be happy as overall mood darkens, study finds.
At one point or another most advisers wonder if the grass is greener—or the gross is greater—at other firms.
'Pound Foolish' claims advisers not generally on the side of clients; 'personal finance industrial complex'
Discovering clients' natural instincts can foster better communication.
More using social media to stay in touch with clients, keep up to date.
Recruiters say management at Woodbury Financial, which is being acquired by AIG's broker-dealer, has doubled down on retention packages in a bid to keep reps in their seats.
The financial adviser community for years has catered to baby boomer and post-baby boomer clients — folks who've already accumulated most of their life's wealth and are looking toward their golden years of retirement
Client info must be detailed, readily available -- and backed up off site
