Issue Content
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IBDs and regional firms are making the biggest changes, but RIAs have room for growth as well.April 2
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Demand for financial advisors is rising in Southern California, so to keep up with the latest trends, Halbert Hargrove engages in a compensation benchmarking study twice year.April 2
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Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.April 2
Editor-in-ChiefFinancial Planning
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As the financial planning industry nears a fee-only, fiduciary world, independent broker-dealers will face some important choices about their future business models.April 2
ColumnistFinancial Planning
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After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.March 11
Founder and plannerRetirement Matters
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Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.April 2
Founder & Managing DirectorCruz Consulting Group
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Find growth by using Maslow's hierarchy of needs to help set compensation policy.April 2
Vice chairmanSavant Capital Management
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Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.February 14
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Here’s how one firm structured compensation in a fair and completely open way.April 2
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Planners are torn on whether they should DIY or give outsourcing a try.February 6
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Independent advisors are closing in on the service capabilities of big wealth management firms.February 7
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Though largely replaced by the 1% of AUM model, performance-based fee structures are cropping up again — and that’s cause for concern.April 2
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Pairing a variety of Vanguard bond funds with an S&P 500 fund may help you rethink how to craft the classic 60% equity, 40% bond portfolio.February 22
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Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.February 23
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Planner Matthew Boersen used youth to his advantage in appealing to older clients.February 23
