Thought Leadership
Become aware of the recent trends. Position your practice to take advantage of the knowledge ahead of the curve.
All Articles
Industry Gears Up for Fiduciary September
From Think Advisor
Added on August 2014 in Thought Leadership
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Summary: Fiduciary advocates are gearing up once again to engage in a monthlong debate about the importance of the two fiduciary rulemakings being considered by the Securities and Exchange Commission and the Department of Labor.
Latest Threat to Financial Advisors
From Financial Planning
Added on August 2014 in Thought Leadership
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Summary: You may have heard recently that the financial planning profession is under attack. Advisors are in grave danger of being rendered irrelevant, the Cassandras warn, by the online investment advisory platforms: the so-called robo advisors. What you don’t hear is that this is nothing new. In fact, the short history of the financial planning profession can be viewed as a series of evolutionary responses to different mortal challenges — all of which, in one way or another, have sharply questioned the relevance and value of financial planners.
Malcolm Gladwell on Why Entrepreneurs Should Be Troublemakers
From Inc
Added on July 2014 in Thought Leadership
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Summary: As a New Yorker staff writer and best-selling author, Malcolm Gladwell has written extensively about some of the most disruptive innovators in the history of business.While many of the characteristics these entrepreneurs share are somewhat obvious, you'd be surprised to hear what traits Gladwell says the most successful business leaders tend to have in common.
The Virtues of Growing by Design: 2014 FA Insight Study
From Think Advisor
Added on July 2014 in Thought Leadership
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Summary: A big difference exists between simply growing and growing well. Growth was fairly commonplace among the record number of participants in this year's FA Insight study. Nearly three-quarters of firms characterized their recent growth as “significant.” Just one-third of all firms, however, managed to achieve sustainable growth and avoid any related negative side effects.
Vonnegut: Wealth Management's Biggest Losers
From Wall Street Journal
Added on July 2014 in Thought Leadership
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Summary: It's time for the client's annual portfolio review--and time to take market share, the advisers think. They know the client, a wealthy family, spreads its assets around the Street. And their firm's results have been exceptional this year. So they bring out the spiral-bound pitch books. They load up the PowerPoint slides. Then one after another, with confidence and steely-eyed gravitas, they extol their investment performance on the overhead projector. As the meeting ends, a member of the family says, "Our other adviser made its presentation on iPads." Thud.
