Dynamic: Alternative Fee Structures Support Holistic Planning
“The different fee structures we’re seeing across our growing practices are on par with advisors providing comprehensive services,” says Jim Cannon.
Recent
AssetMark Completes Voyant Acquisition
New subsidiary Voyant provides financial planning, wellness and client engagement solutions to more than 20,000 advisors worldwide.
Frontier: The Pain Index
How many times have you heard investors define risk in terms of standard deviation? To them, risk means running out of money, not testing statistics.
Morningstar: Can You Scale Your Practice AND Increase Client Personalization?
What’s driving all this desire to build large financial advisory operations? One reason may be that in a post-COVID world, tech costs are rising.
Rareview: The 4% Rule Still Applies If You Know Where To Look
Since the onset of zero interest rates it is easier to understand why the 4% rule has become all but obsolete, unless of course you know where to go.
Orion Adds 14 Schwab Models While Brinker Launches Dynamic Diversification
Behavioral economics is the underlying theme of the latest augmentations to the Orion platform. New models and allocation tools factor in psychology.
Gemmer Asset Management: The Very Model of a Do-It-Yourself TAMP
Gemmer isn’t trying to compete with the giants of the industry or conquer the world. Instead, they’re focused on working with advisors just like them.
