0 visitor like this article | Viewed 2648 times | 0 comment
Summary: If you’re like many RIAs, you take pride in the fact that you always act in the best interests of your clients. You don’t sell high-commission products like nontraded REITs or equity index annuities. So you might be assuming that the Department of Labor’s fiduciary rule, which begins its phased implementation on Friday, doesn’t apply to you.
0 visitor like this article | Viewed 2835 times | 0 comment
Summary: To be or not to be on social media: That isn’t the question. Today, it’s a must for financial advisors to have a digital presence, and that doesn’t mean just putting up a website and hoping prospects will find it.
0 visitor like this article | Viewed 2592 times | 0 comment
Summary: Growing up, I wasn't exactly a bookworm. I attribute my lack of reading as a child to having athletic prowess and focusing on other pursuits. In my twenties, friends joked that I was the world's first individual to finish law school without ever reading an entire book from cover to cover. I will neither confirm nor deny that claim.
0 visitor like this article | Viewed 2665 times | 0 comment
Summary: Capt. Hawkeye Pierce of “M*A*S*H” has some indispensable advice for financial advisors. Well, Alan Alda, who played the smart-alecky surgeon on the classic TV series, has indispensable advice for advisors. Oddly enough, it’s about how to communicate better to win and keep clients, and he talks specifics in an interview with ThinkAdvisor.
0 visitor like this article | Viewed 2750 times | 0 comment
Summary: Reports of fee compression among financial advisors are overblown, according to new analysis from Envestnet, whose software helps financial advisors manage client accounts and enhance their practices.
