Small advisory firms can qualify for a 50% tax credit on health costs in 2014 through SHOP exchanges. But is the option appealing enough for qualified advisers?
Could cost less to send workers to government exchange, then reimburse them
With social media, the cloud and third-party data feeds, your network is a lot broader than you think. How can you assemble and make sense of your technology, determine opportunity and risk factors, and provide on-demand reporting?
Affluent investors embrace a broader definition of youth, changing their retirement needs
Technology is supposed to be ever evolving and ever improving, which is why advisers are encouraged to embrace the next big thing. But that isn't always practical or wise.
Advisers need to reconsider risk in client portfolios as markets enter what will be a "low return decade" for fixed income investments, according to an industry expert. Liz Skinner reports from FPA Experience in Orlando.
Traditonally "the seller" has had more information and it's been a "buyer beware" situation, said Daniel Pink, author of "To Sell is Human: The Surprising Truth About Moving Others," at the Financial Planning Association's national conference in Orlando on Saturday. New technology is giving more power to the consumer.
Financial advisers who integrate technologies will pay more than those who buy separate software solutions, but they stand to gain in annual income as well as future positioning. Liz Skinner reports live from FPA Experience in Florida.
Four-adviser team have combined production of $5.8 million.
A collection of the most influential adviser tweets via the #FPAExperience conference hashtag
For a niche market, you're searching for something more than merely any individual with X number of assets. You're looking for a segment that is receptive to a tailored marketing and advising approach that both educates and meets the needs of the individuals.
But executives think that by 2020, the majority of wealth management will still involve real, live wealth managers.
RIAs appear to be losing their competitive edge. Why? Wirehouses and regional firms are adopting some of their practices.
Make sure you and your staff employ good information protection practices, and make sure your clients are part of the effort.
Tech guru and road warrior Michael Kitces has been forced to figure out how to maintain productivity on the road. Check out the top tools and techniques that help him stay connected, effective and efficient.
Expects social gatherings will stimulate new client opportunities.
