Inside Information Newsletter
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July 2020 In this issue…
- With horrific videos of police brutality and energized rallies across the country, this feels like an opportunity for America to remedy some of its most long-standing social ills. How do these things translate to the planning profession?
- The Advisor Alpha Opportunity: What are the best practices for rebalancing client portfolios and tax-loss harvesting? A survey of the advisor community shows that the issue is more complicated than it might first appear.
- The Profession: Schwab and rivals introduced a new custodial revenue model. Pershing responded with a choice of three models.
- Client Services: Introducing the CBCV valuation model--a new way to value advisory practices and small businesses.
- Parting Thoughts: It's a new day at the Financial Planning Association. Let's all make sure that it's a bright one.
May 2020 In this issue...
- Code of Uncertainty: What is the real-world impact of the CFP Board's new fiduciary standards?
- Financial Planning: Have you heard that AI is the future? Here's a working version of it available today.
- Client Services: How to 'Max" your clients' cash return.
- Client Services: A tool that assesses client portfolios in two dimensions.
- Parting Thoughts: The light at the end of a very, very long tunnel.
April 2020 In this issue...
- Marketing for Hire: A remarkable number of marketing resources are now available in the advisor ecosystem.
March 2020 In this issue...
- Tech Extravaganza: The T3 Advisor conference in San Diego offered an early look at some trends—and a lot of new solutions.
- Practice Management: Here are some of the compliance outsource options that Inside Information readers are recommending.
- Conferences: Highlights from the recent NAPFA Large Firm Forum; thoughts about 'people' issues.
- Parting Thoughts: Some hard truths about you and your services that you will instantly recognize to be true.
February 2020 In this issue…
- Solutions, Not Products: Advisors who think all insurance products (especially including annuities) are a scam might want to take a look at how the industry is trying to meet their standards.
- The Profession: Notes and nuggets from the AICPA PFP Summit.
- Practice Management: SEI has quietly introduced an independent custodial platform for advisory firms.
- Parting Thoughts: Despite the recent custodial merger, the fintech space seems to be healthier than ever.
January 2020 In this issue…
- First Thoughts on The Acquisition: The two largest institutional custodians are joining forces. What does that mean for the profession, and
- what are the options for advisors looking elsewhere?
- The Profession: What do we really know about the culture of TDAI advisors' next custodial firm?
- Practice Management: Introducing an automated onboarding system (really).
- Client Services: An out-of-the box way to deal with the SECURE Act.
- Parting Thoughts: My fearless predictions for the profession's next decade.