From Think Advisor
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Summary: Just how important is culture to an advisory firm's success? It's everything—that's right, everything. Yet it is often overlooked and rarely given its due. That could be about to change.
From Financial Planning
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Summary: Have you ever heard the expression, "You are the average of the five people you spend the most time with?" I decided I wanted to spend more time with top achievers -- so I started a podcast that let me interview them about topics at the intersection of business, investing and life.
From Investment Advisor
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Summary: There are tried and true ways to get new clients, but will that change in the new wealth management landscape?
From Financial Planning
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Summary: When it comes to pricing, charging clients a percent of assets under management — often around 1% — remains the heavyweight champion of the independent financial advisory world. Yet the venerable model faces challenges from a variety of contenders, including variations on flat fees, hourly billing and charging on a percentage of other financial metrics.
From Financial Planning
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Summary: In a Financial Planning webinar last week, listeners got some great ideas from a team of practice management experts: Joni Youngwirth, Commonwealth Financial Network's managing principal for practice management; Fidelity Investments executive vice president David Canter; and Christine Gaze, president of Purpose Consulting Group.
