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Summary: Regulation can be just as much a friend of the advisory industry as an enemy — as long as firms can keep an open dialogue with regulators and a steady eye on the future.
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Summary: As proud as you may be of your website, it’s probably not doing enough to differentiate your firm from your competition, says a marketing expert.
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Summary: Certainly one of the most prevalent ways to thank your clientele for their business and promote new business opportunities for your practice is to host the ever-popular client appreciation event.
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Summary: While the reaction to the CFP Board's new proposed standards of conduct has been mostly positive, many commenters have expressed serious misgivings about the practical impact of the changes.
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Summary: Recruiting high quality advisors is a top of mind concern of every client we work with. And I can see why. In an industry projected to grow by 30% where there are more advisors over the age of 70 than under the age of 30, you don’t have to be an economist to figure out that we’re facing a major supply shortage.
