NAPFA Conference to Tackle Rapid Industry Changes
"We want to focus on what advisors can do to prepare for the next generation or two," says NAPFA chair Robert Gerstemeier.
More in Practice Management
Less than 1% of young people say they want financial services providers to contact them through social media, according to new research by BNY Mellon. more »
These independent broker-dealers have the highest percentages of female representatives. What are they doing differently? more »
These firms have the highest percentage of female reps. What are they doing differently? more »
If you want your entire team focused on bringing in new clients, you'll need to restructure your organization to make that happen. more »
"Our industry is at the early stages of disruption by robo advisors. It's not a question of if this will happen but when and how much," says planner and industry consultant Deborah Fox. Here are three upgrades advisors need now. more »
For some advisors, a virtual office model offers advantages other than a reduction in costs. more »
Achieving these three goals can help advisors meet their firms' ultimate growth objectives, an online marketing exec tells advisors. more »
Discounted cash flow is the most important valuation method financial advisors can use, according to strategic consultant David DeVoe. more »
In client communications, wealth management professionals should be careful about using personal information and other data that could strike clients as "creepy," a new report finds. more »
Firms that divide clients into groups to allow varying service say it helps the practice and improves the overall experience. more »
If you're not focusing your time and attention on the people who add the most value to your firm, you're getting it wrong. more »
We are reaching out to the top producers from our past BIC Top 50 lists to solicit their advice on how they achieved their success. Here are two of their responses. more »
Most advisors won't get the price they want from selling their practices -- and don't really want to sell anyway, one study finds. more »
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