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RIAs
How to redeem the team meeting
It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.
Citing fiduciary principles, $260M team joins HighTower
The move is HighTower's 22nd transaction this year ― making 2017 the firm's busiest year ever.
Building a high-net-worth practice
Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.
How to find wealthier clients
From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.
Voices
The role of advisors in longevity planning
Kimberly Foss
President and founder
Empyrion Wealth Management
Advisors are just one tool in the box.
Mercer's expansion picks up pace with $100M deal
Blue Moon Wealth Advisory becomes the eighth major purchase for the RIA in the past 18 months.
A $4B advisor goes indie after 37 years at wirehouses
Phil Shaffer says changes in the business necessitated a career change if he was to maintain an edge in serving clients.
Voices
The CFP Board is overhauling conduct standards. Do you even care?
Deborah Fox
CEO
Fox Financial Planning Network
Over 75,000 advisors in the U.S. will be affected by what is expected to be the most significant version of CFP standards to date.
CFP Board appeals for feedback on revised conduct standards
New standards for advisors cover digital advice, third-party relationships and expand fiduciary duty obligations.
Voices
From chemistry to compensation: 6 Cs to build client loyalty
John J. Bowen Jr.
CEO
CEG Worldwide
A primer on characteristics that enable advisors to build a successful practice that entails very little marketing.
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