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November 11, 2013
If “Fee-Only” Is Your Biggest Draw, You’re in Trouble
Advisors must show how their service stands out.
A Former Napfa Official Is Guilty of Fraud
Clients didn’t know their assets were financing his startups.
From the Horse’s Mouth, How to Relate to Millennials
They like a collaborative approach. And they will tweet about you.
FAs Feel Good About the Economy
But they still detect unease among prospects.
Research VaultA New 60/40 for a Different World
Yes, the 60 is still equities and the 40 is still fixed income. But Oppenheimer suggests ways to diversify both allocations.
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|