Surviving the First Years of Growth
February 25, 2021 | WealthManagement.com
Starting a new firm? What to expect—and how to survive the experience.
Articles By Us
Forum Articles in Category: Articles By Us
January 29, 2021 | WealthManagement.com
Before you can determine if Bitcoin, Big Data or any other prepackaged, recipe-for-success advice is right for your firm, you need to get in touch with your values.
Want to Invest Like the Big Boys? No, You Don’t.
October 3, 2020 | WealthManagement.com
If someone offers to part the velvet ropes and grant you special access to “institutional quality” investment management, smile politely and head for the hills.
Can robo advisors truly be 401(k) fiduciaries?
September 2, 2020 | Financial Planning
Taking on the mantle of a fiduciary under ERISA isn’t as easy as expanding a client niche.
Sometimes It Takes a Crisis—Is It Time to Tweak Your Business Model? Part 2
April 21, 2020 | WealthManagement.com
The second in a two-part series looking at how financial advisors can improve their business during the current coronavirus crisis.
Sometimes It Takes a Crisis—Is It Time to Tweak Your Business Model? Part 1
April 20, 2020 | WealthManagement.com
It makes no sense to be working harder than ever for clients but be paid less.
The Corona Virus Broke the Weighing Machine
April 6, 2020 | Advisor Perspectives
COVID-19 triggered a rapidly unfolding story of human tragedy and economic devastation. It also unleashed a disturbing volume of content masquerading as objective analysis. Much of it is just a smoke screen to advance personal and corporate agendas. My inbox, clutter and junk files are full of thinl
Market Timing Is the Enemy of Investment Success
January 27, 2020 | Advisor Perspectives
This article will help you determine if outsourcing might provide benefits to your firm. It will also explore the different outsourcing business models that are available, how to pick the right outsourcing partner and how to explain outsourcing to your clients.
The Ins And Outs Of Outsourcing Your Investment Management
January 22, 2020 | Financial Advisor
This article will help you determine if outsourcing might provide benefits to your firm. It will also explore the different outsourcing business models that are available, how to pick the right outsourcing partner and how to explain outsourcing to your clients.
Fees and Expenses—They Really Do Matter
January 14, 2020 | WealthManagement.com
Investment costs might not seem like a big deal, but they add up and compound over time along with investment returns.
Four Reasons Fees Are Dropping Like a Rock—and What It Means for You
October 30, 2019 | WealthManagement.com
The good old days of charging 1% solely for a portfolio of mutual funds are officially over, and that's good news for the right type of advisor, says First Ascent Asset Management's Scott MacKillop.
Ignore the Empire Builders; Do Right by Your Clients
October 8, 2019 | WealthManagement.com
The fee-based world is looking a lot like the old brokerage world in some disturbing ways.
You Can Act Like a Fiduciary Regardless of What the Law Says
June 27, 2019 | WealthManagement.com
You can wait for the government to set your standards of behavior for you, or you can do it yourself.
What Fiduciaries Should Expect from Regulation Best Interest
May 24, 2019 | WealthManagement.com
The SEC has scheduled a vote on Reg BI for June 5. Here’s what advisors can expect.
The Science Behind Building an Enduring Practice
May 8, 2019 | Advisor Perspectives
Some things never change. Build your business on a solid, lasting foundation.