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Practice Management Articles
Aging Advisors Lack Succession Plans
by Karen DeMastersAs financial advisors age, few have considered who is going to take over their books of business when they retire, says a new report by Accenture.
Are Wealthy Fooling Themselves About Risk?
by Karen DeMastersMany wealthy individuals do not have adequate plans for passing on their wealth and may have a false sense of financial security, according to a U.S. Trust survey released today.
Financial Advisors Need To Focus On Younger Generations, Fidelity Advises
by Karen DeMastersFinancial advisors who focus only on their existing clients without looking to the younger generations are missing opportunities for future business, says a new survey by Fidelity Investments.
Former Management Consultant Named Napfa CEO
by FA StaffGeoffrey Brown, a former management consultant, has been selected CEO of the National Association of Personal Financial Advisors.
Fiduciary Rules Coming For Pension Advisors, DOL Official Says
by Ted KnutsonFederal rules on the fiduciary responsibility of financial advisors to pension plans should be proposed by the U.S...
Branding In The Inbound Age
by Craig M. KaminerCan an advisor build a brand without millions to spend, without years to accomplish it, and when the firm may not have hundreds of advisors to spread the message?
Fewer Advisors Than Expected Switch To State Oversight
by Ted KnutsonFewer RIAs than expected have switched from oversight by the SEC to state regulators, says a new report by the North American Securities Administrators Association.
Death Of The Cold Call Sinks Would-Be Brokers
by Bloomberg NewsBreaking into the brokerage business is getting tougher as declining fees make small accounts less profitable and government restrictions on unsolicited calls make phone sales taboo.
For Advisors, Justifying Fees Means Justifying Value
by Edmond WaltersOnline brokerages are sending the message that wealth management is so easy that "a baby can do it."
Financial Advisors Urged To Seek 'Big Fish'
by Karen DeMastersFinancial advisors shouldn't discount their fees to attract high-net-worth clients, but instead shed less wealthy clients, according to a new study.
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
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Five Ideas To Create Opportunity
Retirement plan advisors have a tremendous opportunity to retain and grow business. + Read more
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What Advisors Can Do To Encourage ‘Money Talks’
If you don’t prompt your clients to talk about money during life’s transitions, they can potentially lose their money and their family. Here are 15 questions you can ask to get them talking. + Read more

