
Use this template for a flat fee advisor website!
Here is a template and some model text for a flat fee advisor website. Please note: This is just a model. The text in parenthesis,
Here is a template and some model text for a flat fee advisor website. Please note: This is just a model. The text in parenthesis,
In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information
For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! There are better
In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. We talk about what the value
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically
The Transparent Advisor Movement’s mission is to promote ideals of: Clarity, Modesty, Integrity, Fairness, Logic, and Client advocacy in all aspects of financial advice, with
A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not.
In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and I debate whether or not direct indexing is worth it. Pull up a
I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” RUN
This isn’t some made up crap because I want to sell on something. Here are real accounts of what a day in the life of