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1. Is Preparing Tax Returns Worth It?
(Matching tags: Advisor businesses,business strategy,CPAs,marketing,referrals,Taxes)
I'm a financial advisor. Ninety percent of my revenue comes from investment management. The other ten percent is split between financial planning fees and tax return preparation. For the last six weeks, ...
Monday, April 14, 2014
2. Two Industry Studies: What Can Be Learned and How This Information Can Transform Your Business
(Matching tags: Advisor businesses,practice management,strategic planning)
When new industry studies come out, I enjoy looking at what the research is telling us about the topic and potential impact on the future of the industry. In these studies, there often are a few statistics ...
Monday, December 23, 2013
3. Don't Let The Four Year Bull Market Make You Too Comfortable; Despite Recent Pay Hikes, Advisors Have Work To Do
(Matching tags: Advisor businesses,competitors,advisor technology,compensation)
... when you’re riding a four-year bull market!   But let’s not forget the pay cuts advisors took in 2008 and 2009, which slashed pay for the very same owners and top advisors by 50% ...
Thursday, November 21, 2013
4. How Do You Build Meaningful Relationships With Other Professionals To The Benefit Of Your Clients? John Bowen Has Answers About Building Referrals And Relationships
(Matching tags: content marketing,client retention,business strategy,Advisor businesses,marketing,client communications,referrals,advisor industry people)
With 61% of financial advisors saying accountants and attorneys were the source of their five best new clients last year, it makes sense for financial planners and investment managers to tune out the noise ...
Wednesday, October 02, 2013
5. Outsource, Yet Remain In Control
(Matching tags: outsourcing,portfolio management,client service,investment management,time management,Advisor businesses,advisor technology,practice management)
Outsourcing is at the forefront of advisors’ consideration, as markets become more volatile, client demands increase and compliance concerns grow. However, the term “outsourcing” can ...
Monday, August 05, 2013
Consumer Financial Protection Board (CFPB), an agency created by Dodd-Frank Act as an uber-regulator of financial services in the U.S., issued a report and recommendations today addressing the problem ...
Thursday, April 25, 2013
7. RIA Consolidator Beacon Pointe Announces Deal With $100 Million AUM RIA And Is Looking For 40 More RIAs
(Matching tags: asset management,Advisor businesses,business strategy,mergers,RIAs; consolidation)
Beacon Pointe Wealth Advisors (BPWA) today announced the addition of a fourth advisor partner, $100M AUM RIA Independent Financial Advisors of Riverside, CA. It's the fourth deal consummated by Beacon ...
Monday, April 08, 2013
8. Are Financial Advisors Who “Expose” Activities Of Bad Advisors Really Just Self-Interested Jerks?
(Matching tags: media,Advisor businesses,integrity,fiduciaries,advisor industry people)
Financial advisor Allan Roth, on MoneyWatch.com, posted this morning about “how financial advisors lie to themselves.” But is he guilty of the very offense he accuses other advisors of committing? ...
Monday, April 01, 2013
9. New Financial Advisor Replacement App Targets Retail Investors Promising 4% A Year With No Expenses
(Matching tags: Advisor businesses,online financial advice,competitors)
FinancialAdvisorReplacement.com (FAR), an app named for its mission, was launched today, promising investors a 4% annualized return over the next five years with no management expenses.  ...
Monday, April 01, 2013
10. Financial Advisors Grow AUM At Record Pace In 2012
(Matching tags: Advisor businesses,asset management)
Financial advisors increased assets under management to record levels in 2012, according to PriceMetrix, a practice management research firm for retail brokerages in the U.S. and Canada. ...
Tuesday, March 12, 2013
In a case that could have wide repercussions for financial advisors and consumers, the State of Illinois last week filed civil charges against a financial advisor that essentially alleges he advertised ...
Monday, March 11, 2013
12. Top CIOs Cite Improving Customer Service Through Technology As Top Priority In Accenture Study
(Matching tags: Advisor businesses,client communications,technology)
What’s the top priority of top chief investment officers (CIOs)? Going mobile.   A recent study by Accenture showed that 43% of CIOs cited improving customer service with instant data ...
Thursday, February 28, 2013
13. Normal Client Attrition Is A Fact Of Life But How Do You Handle Actions By Your Firm That Drives Them Away?
(Matching tags: Advisor businesses,business strategy,client retention)
Client attrition happens. It just does. People move away, pass away, or move their accounts to family members or close friends who have become advisors, or move because of a divorce.   Most ...
Thursday, February 28, 2013
We hear all sorts of stories about the wealthy and the trusts they set up. One particular story is highlighted in an Advisor One article on the reasons to employ family governance.   You may ...
Tuesday, February 26, 2013
... million people affected. That’s up from 5 million today.   This poses a multi-faceted threat to advisors who may be unaware of the way early dementia is affecting their clients’ decision ...
Tuesday, February 26, 2013
16. Compensation For Experienced And Talented Advisors Has Risen Double-Digits Since 2010
(Matching tags: Advisor businesses,financial planning,regulation)
There is good news in the marketplace. Over the past two years, compensation for advisors has increased by double digits.   Pay for chief executives or presidents of advisory firms has risen ...
Monday, February 25, 2013
17. Cogent Study Shows 70% Of Wealthy Investors Act On What They Read On Social Media Sites
(Matching tags: Advisor businesses,investor behavior,Social Media)
If you think social media is not impacting your business, consider this: 70% of investors have either changed their relationship with an investment provide or changed their allocations because of something ...
Monday, February 25, 2013
18. New Pershing Study Cites Trends For The Future That Must Be Adapted To Now
(Matching tags: Advisor businesses,investor behavior,investment strategies)
... highlights the inescapable fact that advisors in the wealth management industry have no choice but to adapt to the sea change that’s been underway for years now.  ...
Monday, February 25, 2013
19. Is There Such A Thing As Work/Life Balance?
(Matching tags: Advisor businesses,advisor technology,management,Portfolio Management Software,rebalancing,strategic planning,time management)
... care of myself on the back burner.  But, most of the time, I’m able to maintain a balance between work and personal life. How can an advisor be successful without letting the business eclipse ...
Sunday, February 24, 2013
20. FOX Report Shows MFOs And Top Wealth Advisors Face Continuing Challenges As Competition Increases
(Matching tags: business strategy,Advisor businesses,family offices)
Wealth advisors and multi-family offices (MFOs) have experienced solid revenue growth over the past three years, although that growth tapered off in 2012.   Along with 22% profit margins, a recent ...
Thursday, February 21, 2013
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