From Financial Planning
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Summary: If your firm is considering making any changes to your existing partner compensation plan, from a minor tweak to a major overhaul, there are some basic concepts that you should keep in mind.
From ThinkAdvisor
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Summary: Advisors now can learn from other specialist advisors and consultants in key areas of their business practice through a new website offering by the Financial Planning Association. The FPA Coaches Corner, open to all FPA members, provides thought-leadership white papers, video presentations, webinars, and soon, podcasts, on different FP exercises, such as marketing, team development, cybersecurity, compliance and growth strategies.
From Advisor Perspectives
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Summary: The Investment Act of 1940 specifically permits advisors to charge fees as a percent of assets. This act was intended for managers of mutual funds. It was not intended for advisors serving the general public, because of the conflicts of interests that arise when providing personal financial planning services. One such conflict is the need to charge variably based on asset classes.
From Financial Planning
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Summary: RIAs are flush, and odds are that revenue and AUM are up at your advisory firm. So, have you gotten a raise yet?
From Financial Planning
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Summary: When dealing with the media, there are five common mistakes that financial advisors tend to make. I should know. I’ve been helping advisors hone their discussions with reporters for 25 years and I’ve seen some doozies. Here is the best advice I can offer, whether you are speaking to the press for the first time, or have been doing it for years.
