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Summary: Advisors may have been feeling like they’re on winning teams lately, with the market up 7.5% over the past three months (as of February 28). But that has nothing to do with your skill; instead, it's called being in the right industry at the right time.
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Summary: Seventeen years ago, when Brighton Jones launched as an advisory firm billing clients based on their total net worth, it was a rare and innovative fee structure in the financial planning business.
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Summary: [SLIDESHOW] Advisers disclose who makes their technology spending decisions and where those dollars are being directed in the 2017 InvestmentNews Adviser Technology Study released Monday. This year, clients are playing a leading role in how the nearly 300 advisory firms that participated in the study are investing.
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Summary: Financial advisers work with their clients on a large volume of high-value transactions, which generally contain sensitive information, including Social Security numbers, account numbers, personal information and more.
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Summary: As I consult with many of our independent advisors, they frequently ask me about blogging: What is it? How do I do it? What are the benefits in maintaining blog about financial planning? While there are many tools and resources available to advisors who want to blog, the end result is often the same. The advisor writes or leverages approved content for a blog posting and then never revisits it, or waits months before doing so.
