Practice Management
-
The Seven Fees Cutting Into Your RIA’s Operating Margin
Executive Summary The standard advice for a firm that wants to be worth more is to…
-
Is the 60/40 Dead, or Just Misunderstood?
Executive Summary The story everyone tells about 2022 is that it killed the 60/40 portfolio. Stocks…
-
Should Your First Hire Be An Admin, A Paraplanner, Or An Advisor?
Executive Summary The standard advice for a growing solo firm is to hire an advisor. Bring…
-
How To Choose A Custodian For Your RIA
The standard advice is to pick the biggest custodian and stop thinking about it. Here is…
-
How To Bring On Another Advisor In A Solo RIA
1099 or W-2, when equity should move, what the Form ADV needs, and who owns the…
-
Account Opening: Not as Easy as You May Think
Executive Summary Most advisors think of account opening as the easy part. The planning is the…
-
How To Stop Wire Fraud Before It Hits Your Clients
Executive Summary Most advisors think of wire fraud as a bank problem, something that happens to…
-
‘Just Do Good Work’ Isn’t a Referral Strategy
Executive Summary Ask most advisors how they get new clients and the answer is some version…
-
Is a Large-Cap Equity Portfolio Enough? What Your Clients Aren’t Getting
Executive Summary Ask most RIAs why a client account is built around a large-cap U.S. equity…
-
Are You Overpaying to Run Your RIA? A Line-by-Line Expense Check
Executive Summary The standard advice for a growing advisory firm is to focus on the top…