Advisory firms — particularly large and growing ones — are considering the addition of a chief risk officer to stay on the level.
You have probably read a lot about “big data” and a whole industry that helps businesses get a handle on measuring “metrics that matter.” One of the keys to success for an RIA is knowing both what to measure and how to measure it.
Markets are poised for the Santa rally and January effect. Also in today's Breakfast with Benjamin: Cyber Monday becomes Cyber Week, global factory growth, CEO pay and stock performance, and financing 'The Twelve Days of Christmas.'
Retirement benefits and survivor benefits represent two different pots of money. Even if a spouse claims reduced Social Security retirement benefits early, her survivor benefits will not be reduced, as long as she is at least full retirement age when she collects them.
Expanding your bottom line by increasing your technology spend.
Features include insurance tool, cash-flow engine and 'modern' client reports.
Marketing and client communication tool now an app for smartphones and tablets.
Record keeping, color coding and cloud computing help one firm add a personal touch to client relationships.
Live from <i>IN</i> Best Practices Workshop: 'Compensation is not always a motivating factor'
Advisers have an opportunity, as long as they don't question the questions.
Plus: How-to for advisers going solo, global investors bail on Obama, deflating market bubble babble
Being thankful is not enough, we need to pay it forward.
Though most advisers do address giving, many clients walk away unsatisfied
New tools include improved daily alerts and Wade Pfau's 'safe savings rate' function.
Although I say that technology can be my best friend and my worst enemy, I have to admit that it has truly enabled a better life and a more successful career.
The AdviceIQ site features profiles and rankings of about 2,600 financial advisers from 27 broker-dealer firms, detailing their assets under management, client characteristics, mission and contact information.
