Practice Management

Leading executives pondered the future of the industry in the face of automation and declining growth.Jim Tweedie
Execs at Morningstar Conference See the Silver Lining of Digital Disruption
Low-cost competition will force fee-based advisors to restructure how they are compensated, said Brian Leitner, senior vice president of practice management at Mariner Wealth Advisors.
Create a "culture of inclusivity," drop old-world ways and give young planners a voice in your firm in order to recruit and keep them, two experts say. Read More »
“Being a financial advisor looked interesting, and I realized I could help people,” says Brain McGinnis, a former Florida deputy sheriff turned financial planner with the help of a super OSJ firm. Read More »
Currency-hedged ETFs give advisors lacking experience in this area an option. Read More »
With one-third of advisors expected to leave the industry in the next ten years, young advisors see an opportunity to pick up another book of business. But at what price? Read More »
As technology grows more complex, advisory firms must ramp up their expertise. Read More »
How one firm helps advisors map out a plan 10 years before retirement. Read More »
Advisor Hugh Johnson has a simple focus: provide near-market performance with less volatility and risk. Read More »
More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment. Read More »
The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come. Read More »
When markets are volatile, clients can be panicky. Advisors need to help them combat their fears. Read More »
New digital tools can help advisors identify and connect with prospective clients no matter where they are. Read More »
Advisors’ usage of social media includes platforms like Pinterest, where they showcase lifestyle-oriented content to their clients and potential clients. Read More »
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Oct 14, 2015
Nov 3-5, 2015
The Broadmoor Hotel in Colorado Springs, Colorado
Nov 4-5, 2015
New York Hilton Midtown, New York, NY