Inside Information

Inside Information Newsletter 

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 View the 2015 Archives


May 2016 In this issue...
  • Practice Management: Insights from the SSG conference and elsewhere.
  • Investing: Looking for a new client niche? Consider public school employees.
  • Marketing: Introducing the most advisor-friendly 529 plan in the country.
  • Parting Thoughts: The DOL's principles-based fiduciary rule could set a trend: principles-based laws and regs, saving us millions of pages of paperwork.

April 2016  In this issue...
  • Practice Management: How to master the financial metrics that are becoming an increasingly important tool for managing your firm.
  • Investing: Has something fundamentally changed about the commodities asset class?
  • Marketing: Introducing econometric marketing.
  • Parting Thoughts: A financial planner is running for Congress, hoping to give the profession a voice in public policy debates and create a financial plan for America.

March 2016  In this issue...
  • Practice Management: Finance the first successor equity purchase at your advisory firm through a new program at Live Oak Bank
  • Conferences: TD Ameritrade is changing the conversation about advisors vs. brokers
  • Practice Management: Advyzon combines CRM, portfolio management and planning in one software package
  • Parting Thoughts: When is the SEC going to shut down the brokerage world's shameful shell game?

February 2016  In this issue...
  • Investing: Max My Interest and Performance Trust have introduced new versions of their services for the RIA/planning community
  • Client Services: An inexpensive way to delegate complex Social Security planning--and the actual paperwork
  • Practice Management: How hard is it to convert years of client performance data?
  • Parting Thoughts: The next few years could represent the growth opportunity of a lifetime for your firm.

January 2016  In this issue...
  • The New Hub of Planning Academia: The CFP Board’s new Center for Financial Planning has been touted as a diversity initiative.  Here’s what’s really going on.
  • Cleaning Your Tank: How do you create a healthy, productive work environment?  Hint: It’s not all about the compensation.
  • Parting Thoughts: The best financial planning-related books of the year

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