Inside Information Newsletter

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2020

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.