Practice management is a spongy concept, and trying to teach it at a distance is a bit like trying to teach someone how to ride a bike over the phone: “First get on the bike, then put your feet on the peddles...
If most financial advisors were honest, few would say they got into the business out of a passion for retirement planning. It’s usually an interest in investing, an eye for the markets and for portfolio...
Lack of funding is one of the major burdens borne by many would-be independent advisors. It can act as a barrier to starting a firm, limit growth and diminish options for a successful succession plan. Live Oak Bank is...
The problem with most client-facing portals for financial advisors is that they take a one-size-fits-all approach.
But advisors have different types of clients, with different profiles, goals and preferences. And ...
The WealthManagement.com Industry Award program is the first of its kind to acknowledge excellence among vendors and suppliers serving the financial advisor community...