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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.
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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.
Added on December 2016 in Form an RIA
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Summary: Registered investment advisers are mesmerized by the Labor Department regulation that is introducing the most sweeping changes to financial advice in a generation — but not enough of them are preparing for it.
Added on December 2016 in Form an RIA
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Summary: As implementation of the new DOL rule nears, advisors are becoming concerned about collateral damage choking relationships with younger professionals and next-generation investors.
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Summary: This summer when we joined millions of spectators around the world in watching the Rio Olympics, we only saw athletes in action for a few minutes, or maybe even seconds. But those performances didn’t just happen—long hours of hard work and dedication over many years created the excellence that appears so natural and seamless to the untrained observer.
