Disinformation can lead to clients leaving money on the table; fight for your right
Most advisers can use all the help they can get with tedious and error-prone daily tasks such as prospecting, data entry and filling out client forms.
Venerable app gets four out of five stars on Schwab site; 'dated'
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.
Some interesting new financial- adviser-specific data are coming out of Twitter by way of Texas Tech University. It isn't about tweets, but research based on analyzing all those tweets.
Self-proclaimed 'big dog' Dave Ramsey bites back at financial advice community that questioned his investment advice on Twitter.
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.
While still available in paper form, the firm's new Guide to the Markets application for the iPad will be welcomed by many an adviser, not to mention the trees.
