Going Independent

• 

  3 Financial Planning Business Models to Effectively Serve Gen X and Gen Y: Pt. 2

  By Michael E. Kitces  |  March 8, 2013

  Ideally, comprehensive financial planning services for today's young professionals should be implemented with a more clearly defined niche.

• 

  3 Financial Planning Business Models to Effectively Serve Gen X and Gen Y: Pt. 1

  By Michael E. Kitces  |  March 5, 2013

  A planner for the price of gym and cable, and two other ways to tap this underserved market.

• 

  Are Your Investments Tax-Efficient?

  By John Sullivan, AdvisorOne  |  March 1, 2013

  Despite Washington's antics, many of the issues with tax-efficient investing have remained surprisingly constant, David Peterson of United Capital says.

• 

  Morgan Stanley Vet Scouts HighTower FA, Joins His Firm Instead

  By John Sullivan, AdvisorOne  |  February 28, 2013

  HighTower announced Wednesday that it had added former Morgan Stanley senior vice president and branch manager Thomas New to Kelly Wealth Management in Baltimore.

• 

  Impressions From T3 Conference: The Future Is Bright, Part 1

  By Michael E. Kitces  |  February 19, 2013

  Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.

• 

  Is Financial Planning Becoming Commoditized? Pt. 2, the Outlook

  By Michael E. Kitces  |  February 15, 2013

  The pressure is on for those who are masquerading as financial advisors without really providing valuable financial planning advice.

• 

  Financial Planning and Commoditization, Pt.1: Defining Terms

  By Michael E. Kitces  |  February 14, 2013

  Financial planning itself may remain remarkably resistant to commoditization, but that doesn't mean some advisors aren't in trouble.

• 

  FINRA Up to Its Old Tricks With SRO Strategy Shift

  By Bob Clark, AdvisorOne  |  February 12, 2013

  FINRA's apparent strategic shift over an SRO for advisors to the Senate is the latest in a series of moves it's made over the decades to protect the brokerage model.

• 

  More Advisors on the Move in 2013: Diamond

  By Joyce Hanson, AdvisorOne  |  February 8, 2013

  Diamond Consultants says this year will be a more robust recruiting year than last, based on conversations with advisors and deals closed in January.

• 

  Bridging the Generation Gap to Older and Younger Partners’ Benefit

  By Angie Herbers  |  February 7, 2013

  A younger partner can be the key to success for older career changers, including those who are thinking of starting an advisory firm. The benefits to younger partners: the wisdom and knowledge of the older.