Financial Planning March 2016

Advisor compensation is one of the stickiest problems for firm owners. Ross Lawrence and Greg Hoffman of Hoffman Financial Resources solved it through equity ownership.

Women are still underrepresented when it comes to owning independent firms, but there are reasons for optimism.

Too much of it is designed to sell products rather than to enable advisors to actually provide the guidance clients are seeking.

Strategic alliances with other professionals can help advisors draw valuable clients.

There are many ways firms can measure their operations performance, but which is most accurate?