Managing
Navigating the Potholes On Your Road to Success
- Details Category: Practice Management
Living in Minnesota, as the snow begins to slowly melt on our roads this time of year, the roads begin to show the wear and tear from the long winter and ever-changing weather conditions. For anyone living in the colder weather states, you encounter this same issue.
CFA Institute's Stephen Horan Connects The Dots Of Performance Reporting, The Future Of Finance, And How To Build A Successful RIA
- Details Category: Practice Management
The CFA Institute is a powerful force in the professional financial advice business, and Horan was able to connect the dots linking performance reporting to marketing an RIA ethically using your investment track record.
Horan's simple explanation of time-weighted return (TWR) versus money-weighted return (MWR) crystallizes the important differences in the two methodologies. He explained how cash-flows coming in and out unevenly affect TWR and MWR differently. It actually makes sense to use MWR instead of TWR in reporting performance of private equity investments, Horan said. That's s
Giving Good Subhead And Other Tricks For Writing Content People Will Read — And That’s Search-Optimized
- Details Category: Personal Development
Okay, the headline was a cheap trick, a crude grab for attention playing on our lust for titillation. But the underlying message is serious and important.
Writing today – across all media and forums, from academia to business and social — is all about brevity. It’s not that people don’t have time to read. It’s that the amount of things they can read instead of your Ph.D. thesis, marketing plan, or friendly note is competing for every reader’s attention.
Eight Ideas For Identifying and Improving Your Processes and Procedures
- Details Category: Practice Management
Every firm has something they want to improve. Usually, the improvements involve a process or procedure within your firm. A process is the high level view of what work is done in your organization, while procedures are the detailed steps that need to be performed to complete the process. Whatever terms your firm uses (system, process, procedure, task, etc.), just make sure everyone in the organization is using the same term for the same meaning.
Vanguard, A Champion Of Consumer Causes, Embraces Hello Wallet, A Financial Advice App Aiming To Replace Financial Advisors
- Details Category: Practice Management
Vanguard has partnered with HelloWallet, a financial wellness service, to help employees save more for retirement by addressing the money pressures and behaviors that stand in their way.
HelloWallet provides personalized, unbiased guidance to individuals on managing their debt, spending wisely, and maximizing their 401(k) company benefits. It is the latest in a slow steady drumbeat of apps that aim to replace financial advisors that has gained a foothold with retail advice outlets.
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