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Summary: Like the movie "Groundhog Day," where weatherman Phil Connors (Bill Murray) is trapped in a time loop, many small or family-run businesses can repeat the same planning mistakes over and over, according to Jim King, who is an owner and wealth manager at Balasa Dinverno Foltz.
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Summary: When you think about major investors in the financial technology space, there are the usual suspects: the venture capital firms, such as FTV Capital, private equity firms like Francisco Partners, and large institutions, such as BlackRock and WisdomTree.
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Summary: Most change initiatives – whether intended to boost quality, improve culture, or re-engineer technology – generate only lukewarm results. Many just simply fail. The reality is that no adviser business survives over the long term if it can't reinvent itself.
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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.
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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?
