Wealth Think

While an advisor's pitch to clients should be well rehearsed, it also needs to be flexible, says new solo advisor Dave Grant.

Few things are more frustrating than encountering advisors who consistently provide sound counsel to their clients -- but forget to practice what they preach for their own business and personal plans. Here are the areas advisors most commonly need to start heeding their own advice.

Time and energy are an advisor's two scarcest resources. Adding performance goals helps allocate these resources and transforms a business plan into a living document that can meaningfully contribute to greater success.

As we hit the 20-year mark in the ETF business, one might ask: What will that future bring? History is our best guide in that the next 20 years will look similar to the last 20. And that’s a good thing.

To ensure that your practice is meeting the needs of female clients, create goals for working with them -- and measure your success.

The financial planning industry is in need of young talent. Is a new scholarship program the answer?

"This may sound sacrilegious for a planner, but I’ll admit it: I’m not a big fan of investment management," says solo advisor Dave Grant. Here's why Grant decided to use a TAMP instead.

For traditional Super OSJs to survive and prosper over the long term, they must begin to provide a more dynamic set of services to independent advisors – who increasingly are facing greater practice management, asset management and technology complexities.

American investors say they are looking for holistic financial advice from advisors with a financial planning certification, according to a survey by the CFP Board of Standards.

As low interest rates and sluggish loan demand continue to make healthy profit streams from traditional deposit and lending activities harder to come by at financial institutions, investment programs are increasingly viewed as a critical channel for generating non-interest income.