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Top Financial Planning Colleges for 2020

From wealthmanagement.com
Added on January 2020 in Join an RIA
0 visitor like this article | Viewed 17 times | 0 comment

Summary: WealthManagement.com decided to find out. This ranking represents the first ever data-centric approach to measure the nation’s financial planning programs offered at colleges and universities. (The survey is limited to degree-granting, on-campus programs. Wealth Management will evaluate online, distance-learning certificate college programs in a follow-up study.) WealthManagement.com ranked these programs based on a weighted matrix of nine indicators believed to be markers of excellence. 

The Latest Cyber Risk You Need to Know About

From ThinkAdvisor
Added on January 2020 in Manage Your Practice
0 visitor like this article | Viewed 18 times | 0 comment

Summary: Add business email compromise, aka BEC, to your list of business cyber risks. It’s a growing risk and spreading around the world, according to Michael Driscoll, FBI special agent in charge, Counterintelligence/Cyber Division, in the bureau’s New York office.

Put podcasting on the to-do list for 2020

From InvestmentNews
Added on January 2020 in Other Ideas
0 visitor like this article | Viewed 17 times | 0 comment

Summary: Podcasting as a marketing and messaging strategy might not be right for every financial adviser, but that doesn’t mean every adviser can’t give it a shot.

Five Mistakes Planners Make When Running Their Businesses

From wealthmanagement.com
Added on January 2020 in Form an RIA
0 visitor like this article | Viewed 33 times | 0 comment

Summary: Many planners spend too much time working in their practices and often forget they need to work on them as well.

9 ways advisers can add value for clients

From InvestmentNews
Added on January 2020 in Manage Your Practice
0 visitor like this article | Viewed 30 times | 0 comment

Summary: I often field questions about which adviser fee model is the best: commissions, fee-based, AUM-based or a subscription. Financial compensation drives adviser behavior to a degree, and therefore some compensation models are better than others. But the assessment needs to go beyond compensation – it needs to focus on value.

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