From Barron's Advisor Center
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Summary: Six months ago, the two advisor partners were on the verge of a divorce. As in many troubled marriages, there was one major issue and lots of little ones—and combined, they had gradually poisoned the relationship.
From Financial Planning
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Summary: Will 2018 bring a collective embrace of the holistic financial planning model? How will heightened scrutiny from regulators weigh on fees and the delivery of retirement advice? What about robos and artificial intelligence?
From Linkedin
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Summary: When a prospect transitions into a client they may experience your firm as a very in-touch, responsive firm that is always communicating. But after the accounts are opened and the prospect officially becomes a client, the communication can fall off. Your new client may feel like you just wanted to land them as a client.
From WealthManagement.com
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Summary: With so much choice in terms of business models and affiliations, advisors have little excuse to stay at a firm that no longer serves their clients or their careers in a way that’s anything short of optimal. Yet the day-to-day of business and relationship management often takes priority, and few rarely stop to take a closer look at their firm.
From InvestmentNews
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Summary: United Capital CEO Joe Duran says the financial plan you've crafted for your client is wrong. In fact, the surer you are that it's accurate, the higher the chance that it's wrong.
