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Millennials: Here's how to save and invest when you're just getting by
- Posted By Tanisha A. Sykes, Special for USA TODAY
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Ever since she was a little girl, Kate Strauss says she heard Hollywood calling her name.
Thought Leader. Financial Planner. Advocate.
To Avoid 'Kiss of Death,' Find Your Niche Clients
- Posted By Christopher Robbins, Financial Advisor Magazine
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A financial advisor can’t serve everyone.
In fact, to start a successful practice, an advisor has to find a niche, said Jane Newton, managing partner and wealth advisor of Morristown, N.J.-based RegentAtlantic at the 2017 Invest In Women conference in Dallas last week.
Will retainer fees replace the conventional AUM model?
- Posted By Tobias Salinger, Financial Planning
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Rianka Dorsainvil launched her RIA, Your Greatest Contribution, two years ago with a retainer fee rather than prices based on clients’ assets under management. The $3,400 annual fee allows her more flexibility in choosing clients, she said, and it sends a direct upfront message.