Practice management is more than just calling clients, sending market reports, using a CRM, or having a marketing plan. While all are important parts of practice management, deciding which technology to use will ultimately determine your practice’s profitability....
For the past decade, those of us in the financial services industry have been hearing of a looming financial advisor-shortage crisis. The reasons for the crisis are three-fold: retiring advisors, an aging population, and not enough new talent entering the industry to...
A recent Investment News article prompted our desire to provide our AdvisorPeak commentary. We feel that more information from the article’s research source may be beneficial to some readers. The article appears to be incomplete in providing enough data to conclude...
We do not need to remind any advisor reading this of what rebalancing is or the reason for doing so (managing risk and smoothing out returns over time). However, advisors often wait for an event to occur before rebalancing. The event could be a client meeting or one...
Remote work used to be considered a perk of the job, with only 3% of America’s full-time employees working from home, over the 20 years leading up to 2017. Last year in 2019, telecommuting increased by 159% when 4.7 million Americans started working from home. With...
This summer is heating up with marriages between WealthTech providers and other players being the talk of the industry. Wedding guests are gossiping that the relationship may not be as blissful as it looks. And the big question on everyone’s mind is “who is the winner...
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