Thought Leaders Respond

The Once and Future Challenges

Posted in Thought Leaders Respond
Friday, August 27. 2010
As the advisory business changes and evolves, it will create new operational challenges. Here's a preview, and some advice on how to address them. [Read more »] 

Challenges Over the Horizon

Posted in Thought Leaders Respond
Friday, July 16. 2010
Philip Palaveev responds to the Future of the Financial Advisory Business white paper, and delivers several warnings about things you probably haven't thought about. [Read more »] 

Michael Kitces - The Kitces Report

Posted in Thought Leaders Respond
Sunday, May 30. 2010
Michael Kitces wears a number of hats as a thought leader in the financial services world, but here he represents the generation of advisors who have come into the profession after the Baby Boomer founders--those who are destined to inherit the profession, and who have evolved VERY different views about investing and marketing. [Read more »] 

Spenser Segal - ActFi

Posted in Thought Leaders Respond
Saturday, May 29. 2010
Segal and ActiFi's RoadMap service are referenced several times in the white paper, and many of his insights into the democratization of practice management advice and the utilization of professional software were incorporated into the report as it was originally written. While he said he agrees with 90% of the conclusions of the report, Segal did have some things to add, and offered issues that might require additional thinking. [Read more »] 
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