Daniel Johnson

Assistant Professor

Dan Johnson is an assistant professor for the College for Financial Planning and a part-time instructor for Kaplan Professional and Boston University. He resides in Chicago, IL.

Advisor compensation models and the race for the mass market

Charging a percentage of assets under management only works for some client demographics. Let's find other ways to work with different clients, writes Daniel Johnson.

By Daniel Johnson

July 31

TRENDING

Investment strategies

ESG fund liquidations rip through America's ETF market

The ESG closure rate is far outpacing last year.

By Tim Quinson

1h ago
Cryptocurrency

SEC approval of spot ethereum ETFs would benefit all investors

The Securities and Exchange Commission, having already approved spot bitcoin ETFs, ought to follow through and grant the same approval to spot ethereum funds. Doing so would create a new surge of investment, with positive economic impacts.

By Rachel Lin

2h ago
Tax

Gimme (tax) shelter: The unlimited annuity shielding ultrawealthy clients

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

By Tobias Salinger

3h ago