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Summary: XY Planning Network, the organization of advisers serving Gen X and Gen Y clients, is searching for new software vendors to address the financial planning issues of young clients.
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Summary: Sallie Mullins Thompson is trying to grow the financial planning aspect of her business. The financial advisor has been practicing for 20 years but only recently turned to a social media content provider for help.
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Summary: The secret to crafting the most effective and productive teams is to make sure each individual has a specific role and responsibilities within the business, experts said. It also demands teammates have faith in each other.
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Summary: RIAs charging a fee based solely on a client’s assets under management are selling themselves short, Tom Nally, president of TD Ameritrade Institutional, tells InvestmentNews. Instead, Nally says, RIAs should be charging a percentage of clients’ net worth, the publication writes.
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Summary: Forming and then delivering an opinion is what professional advisers do for a living. With every client and every engagement opinions are created and expressed. Virtually every incoming phone call and email that arrives from clients demands another opinion.
