Who Are Your Assets?

An economist’s assets can be an accountant’s liability and vice versa. Take the odd nature of bank accounting, which has always intrigued me. Well, just a little bit. In banking, an institution’s loans are its assets while deposits are its liabilities. (Continue reading at Financial Advisor)

Tech Training: A Missing Best Practice

There is a clear link between success of your people and the amount of investment you make in training and professional development. (Continue reading at InvestmentNews — requires free registration)

Advisor benchmarking: Why bother?

Benchmarking Surveys are long. They ask a lot of questions. They make you gather all kinds of data about your firm. The questions are often unclear or just confusing. They feel like you are filing a second federal tax return. (Continue reading at InvestmentNews — requires free registration)

After BloombergBlack Shutdown, Can Online Advice Thrive?

Is the financial advice industry looking at TurboTax … or Expedia? That’s the question many in the sector are asking about the future of online financial advice companies after the demise of Bloomberg LP’s planned direct-to-consumer RIA offering, BloombergBlack. (Continue reading at Financial Planning — requires free registration)

Adviser benchmarking: Why bother?

Benchmarking Surveys are long. They ask a lot of questions. They make you gather all kinds of data about your firm. The questions are often unclear or just confusing. They feel like you are filing a second federal tax return. (Continue reading at InvestmentNews)

Building Your Advisory Business: From Theory to Practice

Building an advisory business is much like running a marathon – it is a long and patient pursuit that requires dedication and is much easier to accomplish when you are surrounded by others committed to the same goal. (Continue reading at Junxure)