Inside Information

The Journal of Financial Planning now has a technology writer; Bill Winterberg is the Journal's equivalent of Joel Bruckenstein and Dan Skiles, writing here about how to help clients keep track of their budget information and more efficiently provide cash flow management to their household balance sheets. Rick Adkins thinks that the Form ADV Part 2 represents a substantial step, because it offers background information on individual advisors in a larger firm. I don't actually know how relevant the article on charitable issues will be to your firm, but it's interesting to see how the whole field of philanthropy is changing dramatically.

The Economist, this month, offers a quick profile of the next party leader in China, the changing role of NATO, why it may be harmful to the U.S. to have the dollar as the global reserve currency, and whether fiscal austerity is helpful or harmful while a fragile economy is recovering. [Read more »] 

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When clients move out of town, how do you keep working with them? [Read more »] 

How can you become one of the roughly 15% of all advisors who take control of your firm's growth and profitability? [Read more »] 

Tim Kochis of Aspiriant and Chris Cordaro of RegentAtlantic Capital, LLC offered a wide-ranging discussion of the challenges they faced growing their firms--and what they worry about now. [Read more »]