Oct 26, 2020, 5:16 PM EDT

The latest in financial #AdviserTech — October 2020


By Michael Kitces and Craig Iskowitz

We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers! Read full post

Oct 26, 2020, 5:06 PM EDT

Demand for financial wellness is overwhelming


By Fred Barstein

Plan sponsors want the services for their participants, but wellness has done little to help people improve their financial lives Read full post

Oct 26, 2020, 1:14 PM EDT

The secret to closing prospects


By Erin Botsford

Telling your personal story will work against you if all you focus on are your industry accolades; it only works when you exhibit humility Read full post

Oct 26, 2020, 12:29 PM EDT

Strategies of top-performing firms can help RIAs thrive


By Lisa Salvi

Whatever the future may hold, insights from Schwab’s 2020 RIA Benchmarking Study can help advisers position themselves for success Read full post

Oct 26, 2020, 12:16 PM EDT

I was an RIA summer intern: Here’s my advice to advisers

college grad silhouette

By Hailey Leister

The main reason I believe students are unfamiliar with this profession is that the opportunity is not on the radar at many college campuses Read full post

Oct 26, 2020, 8:15 AM EDT

Make personal finance fun


By Ric Edelman

Stop using jargon and graduate school terminology. Talk with your clients the way you talk with your friends Read full post

Oct 26, 2020, 8:01 AM EDT

Lessons from the experts

investing-number-charts (4)

By InvestmentNews

For advisers and their client, there is no one best way to invest Read full post

Oct 21, 2020, 5:06 PM EDT

401(k) record keepers near final stage of ‘consolidation curve’


By Fred Barstein

There are lessons from numerous other industries that have gone through the full consolidation process Read full post

Oct 21, 2020, 9:07 AM EDT

Employees come first — not clients


By Scott Hanson

We do everything in our power to provide clients with the best service possible. But the high level of service we provide begins with our people Read full post

Oct 20, 2020, 3:51 PM EDT

Timely tax strategies on the eve of the election


By Mark Rubin & Allen Injijian

Tax rates are more advantageous now for realizing compensation and capital gains than they likely would be after a hypothetical 'blue wave' election Read full post

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