Home > 
Knowledge and Insight
« 424 425 426 427 428 »

All Articles


Financial Services Explained, Pt. 3: The Levels of Independent Advice

From ThinkAdvisor
Added on December 2016 in Form an RIA
0 visitor like this article | Viewed 4325 times | 0 comment

Summary: This is the third in a series of blog postings--Clark Explains the Industry--that explores the dynamics of, and the definitions around, the professional financial advice-giving industry.

Voices Build it or buy it? Figuring out the best fintech option

From Financial Plannning
Added on December 2016 in Manage Your Practice
0 visitor like this article | Viewed 3664 times | 0 comment

Summary: I spend a lot of time looking at alternatives and making decisions about our technology spend at United Capital. Often it comes down to a 'build or buy' decision — should we build a custom application that exactly suits our needs, or should we utilize off-the-shelf software and hope we get close enough?

Succession Planning: Can I Get a Six-Times Multiple?

From IRIS
Added on December 2016 in Plan for the Future
0 visitor like this article | Viewed 4185 times | 0 comment

Summary: Cash flow is a critical element in quantifying gaps between owners’ personal and financial resources and the resources they need to exit their businesses on their terms.

Based on conversations they’ve had with or overheard from other owners, business owners commonly ask their advisors a variation of the following question: “Do you think I can get a six-times multiple for my business?” How would you respond to this question?

'Tis the Season to Look Inward

From Barron's
Added on December 2016 in Manage Your Practice
1 visitor like this article | Viewed 3627 times | 0 comment

Summary: Where are you now? Where do you want to be? How will you get there? These are questions that financial advisors ask their clients all the time as part of the financial planning process. As the year winds down and we prepare to embark on a new year under a new president, now is a great time for advisors to apply these same queries to their own advisory practices.

Fee Compression, Compliance Are Top Concerns for Advisors: SEI Survey

From ThinkAdvisor
Added on December 2016 in Thought Leadership
0 visitor like this article | Viewed 3774 times | 0 comment

Summary: Two direct implications of the Department of Labor's fiduciary rule – fees and compliance – are advisors’ main concerns going into 2017, according to a survey from SEI Advisor Network.

« 424 425 426 427 428 »

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?