The Fort Lauderdale, Fla.-based team joins the firm's independent channel
Small advisory firms can qualify for a 50% tax credit on health costs in 2014 through SHOP exchanges. But is the option appealing enough for qualified advisers?
Could cost less to send workers to government exchange, then reimburse them
Affluent investors embrace a broader definition of youth, changing their retirement needs
Advisers need to reconsider risk in client portfolios as markets enter what will be a "low return decade" for fixed income investments, according to an industry expert. Liz Skinner reports from FPA Experience in Orlando.
Traditonally "the seller" has had more information and it's been a "buyer beware" situation, said Daniel Pink, author of "To Sell is Human: The Surprising Truth About Moving Others," at the Financial Planning Association's national conference in Orlando on Saturday. New technology is giving more power to the consumer.
Financial advisers who integrate technologies will pay more than those who buy separate software solutions, but they stand to gain in annual income as well as future positioning. Liz Skinner reports live from FPA Experience in Florida.
Four-adviser team have combined production of $5.8 million.
A collection of the most influential adviser tweets via the #FPAExperience conference hashtag
For a niche market, you're searching for something more than merely any individual with X number of assets. You're looking for a segment that is receptive to a tailored marketing and advising approach that both educates and meets the needs of the individuals.
RIAs appear to be losing their competitive edge. Why? Wirehouses and regional firms are adopting some of their practices.
Expects social gatherings will stimulate new client opportunities.
"Real issue" is fee transparency and conflicts of interest, Pershing Advisor Solutions CEO says.
About 900 CFP holders who call themselves commission-only planners could run into trouble if their firms earn fees. It's the mirror image of the fee-only pay scrape. Dan Jamieson reports.
Center will help advisers ID acquisition and succession partners, track progress
Top concerns that might be most pressing to financial advisers' clients.
Integrate advisers by addressing these internal and external challenges.
