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RIAs Make the Case For Charging on a Client’s Total Net Worth

RIAs Make the Case For Charging on a Client’s Total Net Worth

Are You Oblivious to Fee Compression?

Are You Oblivious to Fee Compression?

The Advisor as Tech Guru, Educator, Full-Service Consultant

The Advisor as Tech Guru, Educator, Full-Service Consultant

Why the AUM Fee Is Toast

Why the AUM Fee Is Toast

Why the Future is Bright for AUM-Based Advisors

Why the Future is Bright for AUM-Based Advisors

Advisors: The Number 1 Question You’ll Get From Clients and Prospects This Year

Advisors: The Number 1 Question You’ll Get From Clients and Prospects This Year

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Conflicts Are Interesting

Conflicts Are Interesting

April 1, 2017

Why the Future is Bright for AUM-Based Advisors

Why the Future is Bright for AUM-Based Advisors

May 24, 2017

Are You Oblivious to Fee Compression?

May 24, 2017
Why the AUM Fee Is Toast

June 12, 2015
The Advisor as Tech Guru, Educator, Full-Service Consultant

September 22, 2017
Custodians’ Payments to RIAs for Fund Picks Raise Eyebrows

June 29, 2015

Random News

RIAs Make the Case For Charging on a ClientR...

2017/03/26
by Reid Stone
Are You Oblivious to Fee Compression?

2017/05/24
by Reid Stone
The Advisor as Tech Guru, Educator, Full-Servic...

2017/09/22
by Reid Stone
Why the AUM Fee Is Toast

2015/06/12
by Reid Stone
Why the Future is Bright for AUM-Based Advisors

2017/05/24
by Reid Stone
Advisors: The Number 1 Question You’ll Ge...

2017/01/21
by Reid Stone

Random News

RIAs Make the Case For Charging on a ClientR...

2017/03/26
by Reid Stone
Are You Oblivious to Fee Compression?

2017/05/24
by Reid Stone
The Advisor as Tech Guru, Educator, Full-Servic...

2017/09/22
by Reid Stone
Why the AUM Fee Is Toast

2015/06/12
by Reid Stone
Why the Future is Bright for AUM-Based Advisors

2017/05/24
by Reid Stone
Advisors: The Number 1 Question You’ll Ge...

2017/01/21
by Reid Stone

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Financial Planning Software Is Morphing Into Wealth Platforms

Posted by Reid Stone
|Date: April 02, 2018
| 0 comments

|329 Views

Financial Planning Software Is Morphing Into Wealth Platforms

This article provides a great look at the merging that appears to be taking place between financial plann ...

This article provides a great look at the merging that appears to be taking place between financial planning tools and wealth management tools to create more of a total wealth platform.Â It looks at ...

April 02, 2018
| by Reid Stone

| 0 comments

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The Six Levels Of Account Aggregation and PFM Portals For Financial Advisors

Posted by Reid Stone
|Date: October 13, 2017
| 0 comments

|283 Views

The Six Levels Of Account Aggregation and PFM Portals For Financial Advisors

Michael Kitces looks at the current state of account aggregation and PFM portals and the levels of aggreg ...

Michael Kitces looks at the current state of account aggregation and PFM portals and the levels of aggregation as well as looking at what the future may hold for these tools. Read more... ...

October 13, 2017
| by Reid Stone

| 0 comments

Read more
The Advisor as Tech Guru, Educator, Full-Service Consultant

Posted by Reid Stone
|Date: September 22, 2017
| 0 comments

|304 Views

The Advisor as Tech Guru, Educator, Full-Service Consultant

Whether or not the roles identified in the article are or will be correct (or there are additional roles) ...

Whether or not the roles identified in the article are or will be correct (or there are additional roles), it is important for advisors and firms to look at where the industry is headed, and how the r ...

September 22, 2017
| by Reid Stone

| 0 comments

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Are You Oblivious to Fee Compression?

Posted by Reid Stone
|Date: May 24, 2017
| 0 comments

|444 Views

Are You Oblivious to Fee Compression?

There are a number of forces and factors that will continue to put pressure on fees.Â You are going to ha ...

There are a number of forces and factors that will continue to put pressure on fees.Â You are going to have to get better at showing the valueÂ you provide for the feesÂ you charge. Read Full Story ...

May 24, 2017
| by Reid Stone

| 0 comments

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Why the Future is Bright for AUM-Based Advisors

Posted by Reid Stone
|Date: May 24, 2017
| 0 comments

|438 Views

Why the Future is Bright for AUM-Based Advisors

There haave been quite a few articles by different authors saying that AUM based fessÂ are on there way o ...

There haave been quite a few articles by different authors saying that AUM based fessÂ are on there way out.Â The article author, J.R. Robinson, makes theÂ counterpoint for why AUM based fees willÂ no ...

May 24, 2017
| by Reid Stone

| 0 comments

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Conflicts Are Interesting

Posted by Reid Stone
|Date: April 01, 2017
| 0 comments

|417 Views

Conflicts Are Interesting

AsÂ veteran advisor Dan MoisandÂ points out in this article, "Conflicting opinionsÂ on investing can be ...

AsÂ veteran advisor Dan MoisandÂ points out in this article, "Conflicting opinionsÂ on investing can be exasperating to advisors that continually extol the virtues of prudent long-term investing. The ...

April 01, 2017
| by Reid Stone

| 0 comments

Read more
RIAs Make the Case For Charging on a Client’s Total Net Worth

Posted by Reid Stone
|Date: March 26, 2017
| 0 comments

|461 Views

RIAs Make the Case For Charging on a Client’s Total Net Worth

Although still rare as a way for charging clients for services advisors provide,Â billing on a client's n ...

Although still rare as a way for charging clients for services advisors provide,Â billing on a client's net worth is beginning to get a look by advisors.Â In the article, advisorsÂ share why they mad ...

March 26, 2017
| by Reid Stone

| 0 comments

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Advisors: The Number 1 Question You’ll Get From Clients and Prospects This Year

Posted by Reid Stone
|Date: January 21, 2017
| 0 comments

|508 Views

Advisors: The Number 1 Question You’ll Get From Clients and Prospects This Year

The number one question from clients in 2017 will be..... How much does it cost or what do I get for the ...

The number one question from clients in 2017 will be..... How much does it cost or what do I get for the fees I am paying? How you answer this question, with clarity confidence and transparency, will ...

January 21, 2017
| by Reid Stone

| 0 comments

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The Sorry State Of Risk Tolerance Questionnaires

Posted by Reid Stone
|Date: September 17, 2016
| 0 comments

|546 Views

The Sorry State Of Risk Tolerance Questionnaires

The requirement that a financial advisor must â€œKnow Your Clientâ€, including his/her tolerance for tak ...

The requirement that a financial advisor must â€œKnow Your Clientâ€, including his/her tolerance for taking risks, is a universal requirement amongst investment regulators around the world. Yet a rec ...

September 17, 2016
| by Reid Stone

| 0 comments

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Can New Portfolio-Risk Tools Improve Client Results Or Win New Business?

Posted by Reid Stone
|Date: July 30, 2016
| 0 comments

|599 Views

Can New Portfolio-Risk Tools Improve Client Results Or Win New Business?

New portfolio-risk tools have been created specifically to integrate with FinaMetrica and map a clientâ€™ ...

New portfolio-risk tools have been created specifically to integrate with FinaMetrica and map a clientâ€™s risk tolerance with an actual (and revised) portfolio. I looked at two such tools (FinaMetric ...

July 30, 2016
| by Reid Stone

| 0 comments

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