Updated Tuesday, July 29, 2014 as of 8:58 PM ET
Blogs - The Informed Advisor
November's Top Stories: Divorce Woes, Success Tips, Estate Planning Dangers & 30 Great Schools
Financial Planning
Tuesday, November 26, 2013
Partner Insights

November’s hot stories were a wide ranging lot. Advisors dove in for details on beneficiary forms and estate planning inconsistencies; picked up practice management tips and tricks from industry experts and browsed through our list of great colleges producing the next generation of financial planners.

Check out this month’s big winners:

1. Does a Divorce Trump a Beneficiary Form?

A Supreme Court ruling highlights the problems that may ensue when an ex-spouse remains a beneficiary for death benefits.

2. 7 Habits of Highly Successful Advisory Firms

What, exactly, do high-performing advisory firms do differently than their less successful peers?

3. Estate Planning Dangers to Avoid

Wealthy families' tangled needs can create a mess of inconsistencies and other problems.

4. 30 Great Schools for Financial Planning

See which colleges and other institutions are producing the next generation of financial advisors.

5. Top Portfolio Mistakes Advisors Make

Even professional advisors sometimes make investing goofs. Here are a few of the most common errors.

6. Smart Tricks for a Great Networking Event

Really skilled networkers not only take advantage of their own networks, but tap other people's networks as well. Here's how one advisor used networking to build a $325 million practice in five years.

7. Advisors Get Ready: More Vigorous SEC Exams Ahead

New registrants with the SEC or veteran advisors who haven't been examined in many years can expect to hear from regulators in short order.

8. Is Your Asset Minimum Too High?

Why one firm scrapped its old minimum asset requirements and created a new client division.

9. What Superstar Advisors Get Right

One recent study identifies advisors who reached $50 million in AUM despite having less than five years of experience. Here's how they did it.

10. Tough Lessons in Harvard Case Study

Sometimes you actually have to enter the classroom to remember how to keep learning.

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