Practice Management Articles

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Landscape Littered With Failed Robo Advisors, SSG CEO Notes

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Peter Mangan, CEO of Shareholder Services Group, says clients won't go for robo advisors who will exhaust their VC funds.

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Evensky Explains Clients' Irrational Behavior In Detail

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Leading financial advisor Harold Evensky says advisors need to rein in their clients' irrational tendencies.

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Clients Demanding Social Security Guidance From FAs

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The vast majority of clients are demanding Social Security guidance from their financial advisors, Nationwide Insurance says.

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REVIEW: In ‘Young Money,’ Recruits Face Realities Of The Street

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Some six months into their new jobs at a Wall Street bank, two young, overworked and stressed-out financial analysts were having their second beers and discussing the best ways to literally kill...

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Half Of Advisors Feel Out Of Control

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Only half of advisors feel somewhat or completely in control of their businesses and their time, according to a new FPA Research and Practice Institute study.

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Silicon Valley Firm Finds Niche With Jittery High-Tech Execs

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Attracting clients from a niche market requires an understanding of the nature of the target clients, a Silicon Valley firm's executives say.

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LPL Names Morrissey Managing Director Of Independent Advisor Services

by FA Staff

William Morrissey, who had run advisor recruiting at LPL Financial, has been named to replace Derek Bruton, who resigned abruptly 10 days ago.

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FPA Goes To Washington

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FPA members will meet with Congressional leaders June 24 to raise awareness of the FPA and financial issues.

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Financial Advisors Find Client Perks Lead To More Referrals

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Incorporating unexpected but helpful extras beyond your financial services—such as magazine subscriptions or even signature golf balls—can get clients talking to family, friends and colleagues.

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Gerstemeier elected Napfa Chair

by FA Staff

Robert Gerstemeier, founder of Gerstemeier Financial Group, has been elected chair of Napfa.

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