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Summary: [Podcast] Michael Kitces talks with Creative Planning President Peter Mallouk about how to build a one-stop advisory shop and drive organic growth.
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Summary: We recently released the 2018 High Growth Study: Accounting and Financial Services Edition, and it confirms what we had been hearing from our clients: a perfect storm of market conditions is hammering the industry and making it difficult to grow. In fact, the accounting and finance industry lags well behind all other professional services (see figure below).
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Summary: A big gap exists between what retail investors expect from their financial advisors and how satisfied they are with the relationship, according to a study released Monday by the CFA Institute.
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Summary: Tony Barrett often talks about his introduction to the profession of financial advice. He had a high school football coach who was a successful financial adviser, and African-American. Seeing the success of a person who looked like him was an inspiration to Tony, who followed in that coach's footsteps in more ways than one. He not only joined the financial advisory profession — today he is a Raymond James & Associates' complex manager — he shares his role model's passion for mentorship and support for others.
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Summary: [Slide Show] If there's one thing the wealth management industry loves, it's a good abbreviation. We get it. But sometimes it can be difficult to wade through all the alphabet soup out there.
