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2021 Tax Planning Continuing Professional Education
Jan 21, 2021CE Class: 2021 Tax Planning Continuing Professional Education With Democrats now controlling Congress, higher federal income and...
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51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes
Jan 26, 2021Class description for 51 Year Risk, Return, And Correlation Data On Seven Core Asset Classes: 2020 is history and 51 years of statistics...
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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
New RIA Rules Crack Down On Five-Star RIA Marketing Gimmicks The new advertising rules finally crack down on a problem plaguing...
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2021 Outlook, CE For Financial Professionals Only
Reviews Of Continuing Education Classes For Professionals Yesterday’s class by Fritz Meyer received a 9.7 (out of 10) rating from...
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Paycheck Protection Program, Round II
Important News Analysis Of PPP II While this class was under way yesterday at 4 p.m. EST, the effects of a...
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Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Advanced CE Class: Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase The worst time to suffer a...
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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.
