How do you market to Gen X/Y clients? Should you hire a financial planner to take care of your own financial needs? What are the largest custodians up to in their technology efforts? How do you plan for client longevity when clients don’t believe the statistics? What’s the most efficient way to onboard a new staff person, and how does that impact your staff turnover?
If you’ve wondered about any of these issues, then you’ll find this September issue of Financial Planning magazine of interest. Plus: Michael Kitces explaining some of his glidepath research, a realistic look at which investments are more or less risky than large-cap U.S. stocks, and that lunatic Veres suggesting that the SEC should require people who provide financial advice to register as RIAs.
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