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WHAT YOU MISSED THIS MONTH IN What You Missed This Month - FP

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Highlights of the March Issue:

What Advisors Get Paid Now

At the highest- performing firms, incentive pay and equity are becoming key components of advisor compensation.


Can Vanguard Become Too Big?

The index fund giant is now almost as large as the next two largest competitors combined. Advisors are starting to wonder whether its dominance could become a problem.


Bogle: Indexing Has 'Gone Too Far'

Over a lunch of PB&J sandwiches, Vanguard founder John Bogle discusses the shift to passive investing, the rise in ETFs and the proliferation of indexes.


Persuade Clients to Do the Right Thing

Advisors can use powerful behavioral tools to help clients improve their own financial well-being.


Advisor Solves Expats' Tax Issues

A cross-border practice in the Southwest appeals to Canadians seeking better weather and favorable tax treatment.


8 Hiring Mistakes to Avoid

Make no mistake: Bringing on new talent is a high-risk endeavor. Be sure you get it right.


Family-Run Villere Fund Tops 99% of Rivals

The fourth generation of the Villere family shows that relatives can indeed get along - and achieve top performance.


Are Average Returns Enough for Clients?

Last year's spectacular S&P 500 gains may have clients demanding more large-cap stocks. Here's how to resist.


What's Happening Online

Advisor Picks: 20 Must-Read Books

2013 Pro Bono Awards: Who Won?

18 Apps Advisors Can't Live WIthout

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What's New on AdvisorTV

TOP PLANNING CONCERNS FOR UHNW CLIENTS

Working with UHNW clients requires more than solid investment management and estate planning, according to advisor...

STRATEGIES TO WORK WITH MILLENNIAL CLIENTS

Adam Thurgood, managing director and partner of HighTower Las Vegas, is one of the youngest advisors at his firm and...

CONNECTING WITH CLIENTS' CHILDREN

Off-to-college meetings can help advisors strengthen relationships with the next generation of potential clients....

ONBOARDING NEW ADVISORS: WHAT YOU NEED TO KNOW

Adam Thurgood leads the effort at HighTower’s Las Vegas office to recruit and hire younger advisors. But once...

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Phone: 212.803.8752

Mike Schott
Publisher, Financial Planning
michael.schott@sourcemedia.com
Phone: 212.803.8567

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