Strategic planning in a time of rapid change When businesses and the financial markets are changing at breakneck speed, the idea of creating a strategic planning process sounds daunting and arduous. But having a solid strategic framework is more important than ever in... read more
Using technology to enhance the client experience Most of today’s successful businesses use technology to help them accomplish more in less time. And, in terms of technology, the past three decades have been particularly transformative in many ways. One particular... read more
Choosing Fixed- or Variable-Rate Business Financing By Rick Dennen Traditionally, commercial borrowers have had limited options in the type of financing available to meet their business needs. Whether the purpose was for business growth or simply boosting... read more
Women strengthen the RIA industry No matter where you turn, a current topic of discussion among RIAs is the impact women can have on the industry. The impact of women, however dissimilar they may seem, could be deeply integrated with other notable trends. The industry... read more
Grow Smarter: How to Avoid the Biggest Mistakes Buyers Make in an Acquisition Guest Blogger: Anthony Whitbeck Acquisitions are an excellent way to grow your financial advisor practice quickly. Not only does it allow you to gain valuable market share, when done well,... read more
Of interest rates and inversions The media frequently broadcasts unsettling stories about interest rates or about poorly understood economic concepts like the inverted yield curve. Most of those stories gloss over the issues, with a series of talking heads predicting... read more
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