Archive

Posts Tagged ‘practice management’


A model for the future: How model portfolios may increase satisfaction and generate net new assets

Future model

Advisors, investors and home offices could stand to gain from using model portfolios. Mark Spina explains in this post.

September 7, 2017 Categories: The Science of Advising
Practice management

Racing to the 2017 Finish Line. Your team’s 3-step fall check list.

Make your fall as productive as possible using these three ideas developed by our practice management team.

Sep 5, 2017 Categories: The Science of Advising
Four fatal assumptions

The four fatal assumptions we’ve heard in 20 years of practice management

Avoid falling prey to four of the most shortsighted assumptions many advisors make—and which we believe prohibit them from reaching their full potential.

Jul 20, 2017 Categories: The Art of Advising
Transition succession

15 questions to help smooth your succession transition

Planning a smooth succession requires significant preparation, including detailed role clarity and intentional communication. Here are 15 questions to help get you there.

Jul 11, 2017 Categories: The Science of Advising
Less risk? More reward?

Less risk? More reward? See if model strategies can help save your practice

Russell Investments’ Head of Private Client Services, Mark Spina, explores how advisors can use model strategies to help address time constraints, fiduciary standard concerns, and the customized needs of investors.

Jun 29, 2017 Categories: The Art of Advising
Am I a Fiduciary?

“Am I a fiduciary?” Know how the DOL would answer that

The first phase of the DOL Fiduciary Rule is now live. Get a quick refresher on the key principles of the rule—and considerations for what to do next.

Jun 13, 2017 Categories: The Art of Advising
DOL Fiduciary Rule

Avoid the Woulda, Shoulda, Coulda syndrome where the DOL Fiduciary Rule is concerned

Those advisors who were waiting for clarity on the implementation deadline of the DOL Fiduciary Rule now have it: June 9, 2017. We urge advisors to start now and make sure the Four Pillars of Sustainability are firmly cemented in their practice.

May 30, 2017 Categories: The Science of Advising
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