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The Time To Plan For The Tax Wave Of 2021 Is Now
Apr 22, 2021The Time To Plan For The Tax Wave Of 2021 Is Now The tax wave of 2021 is about to hit wealthy Americans. The value of tax planning advice is...
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Low Expense Investing For Professionals Course, Craig Israelsen, Ph.D.
Apr 28, 2021The Impact of Asset Allocation On Retirement Income Trade-offs in retirement using two popular withdrawal strategies. How much is withdrawn...
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Fritz Meyer Economic Update, May 2021
May 11, 2021Please join us for Fritz Meyer's economic update webinar for May. Weekly Wealth Management Roundup For Clients Of Wealth...
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2021 RIA Compliance Diagnostic Drill
May 25, 20212021 RIA Compliance Diagnostic Drill Score your compliance with RIA regulatory requirements and learn about common deficiencies cited by...
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What’s Driving Stocks To Record Highs? Fritz Meyer, Financial Economics CE Live
What’s Driving Stocks To Record Highs? Fritz Meyer Live Coinciding with the Covid recovery, stocks returned an astounding 56.4% in the last 12...
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How To Stay The Course, Professional Education Class
Class Description: How To Stay The Course, Professional Education Class What is the greatest risk to a retiree’s portfolio? Stock...
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The American Rescue Plan Act Of 2021: What Advisors Need To Know
Explanation & Analysis Of Tax And Relief Provisions In The American Rescue Plan Act Of 2021 The American Rescue Plan (ARP) gives working...
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A First Draft Of Financial History And CE Credit: Fritz Meyer Economic Update, March 2021
A First Draft Of Financial History And CE Credit; Fritz Meyer Update, March 2021 Vaccines are becoming widely available, and, as a sad chapter in...
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RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized
RIA Compensation Models In An Era Of Fee Compression
Competition from online advice apps, discount brokerages, and advisors paid by the hour are putting pressure on fees on investment advice and financial planning. How can you fight fee compression?
A panel of advisors will speak about how they are fighting fee compression and will discuss:
• making financial planning more scalable
• how to charge for financial planning
• increasing your value proposition
• scaling investment advice
Guest speakers are advisors who have built successful businesses and whose firms manage from $40 million to $600 million. Each panelist will speak for seven minutes about their practice and keys to success, and that will be followed by 20 to 30 minutes of questions and comments.
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had trouble logging in but thought content was good
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Interesting mix of speakers gave a good overview of the topic.
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Excellent. Best one in a long time.
