As Good As It Gets?

Diana Britton | WealthManagement.com Firms are riding the tide of rising equity markets, more fee-based business and high-profile deals; so why do margins remain so thin? Read More…

How to Scale Your Advisory Practice Effectively

Advisers looking to grow their businesses should carefully plot the expansion of their practice. They should expect to suffer a little, too. (continue reading at InvestmentNews)

Owner, Manager And Leader

I have this naïve, idealistic notion that an advisory firm should have a highly engaged owner group with each owner (“partner”) participating in the management of the firm and acting as a leader within their area of practice. (Continue reading at Financial Advisor)

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)