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Another Black Eye for Social Security

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The Hidden Threat That Wealth Managers Aren’t Talking About

Published By Ron Carson | @rchusker

When the Telecommunications Act of 1996 deregulated the telecom industry, executives at the old regional Bell companies faced a momentous decision. They could join the disruptors who began using fiber optic networks to provide phone service at a fraction of what it once cost, or they could try to fight the evolution of the industry by continuing to rely on their old copper networks and lobby for regulation that would block new players. Read more

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Is Higher Inflation Just Around the Corner? Strategies to Stay One Step Ahead

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9 Hidden Risks that Threaten Retirement Today and How to Conquer Them

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What is a $1B Practice?

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What is a $1B Practice?

When financial advisors are growing their practice, you’ll often hear them refer to reaching a threshold of where they want to be, “I want to hit $100 million, “ or, “My goal is to be at $500 million, “ or the lofty, “I want to be a $1 billion practice.”

But what number are they actually referring to:  market value, revenue, profit, assets under management (AUM), assets under advisement (AUA)? It ‘s hard to hit a goal—and build a team that’s on board to support you—that isn’t clearly defined and clear to everyone pursuing it. Read more

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Are You Sitting On Cash?

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Can Your Practice Survive These Stock-Market Land Mines?

Published by Ron Carson | @rchusker

At a wedding I attended recently, one friend I expected to see was conspicuously absent. When I asked why he hadn’t come, his family told me he was embarrassed to show his face around them. He had moved all of his money from a brokerage account into an oil stock that was generating an 8% yield. Then the stock fell off a cliff. His million-dollar portfolio went to zero in seven or eight months. Read more

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This One Mistake Could Cost You Thousands of Dollars

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Capitalize on Regulatory Changes

Published By Ron Carson | @rchusker

With President-Elect Trump moving quickly to enact his campaign promises, every financial advisor should be ready for potential regulatory change. If you don’t know how your registered investment advisor, broker-dealer or office of supervisory jurisdiction is prepared to react—and to deal with uncertainty in the meantime—change is likely to hit you with the impact of a speeding bus. Read more

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InvestmentNews Recognizes Ron Carson As 2016 Innovator

InvestmentNews named our Founder and CEO, Ron Carson, one of its 2016 Icons and Innovators. His unrelenting commitment to advance the profession of financial advice for the better and his passionate spirit for innovating the way financial advice is delivered are just a few reasons Ron stuck out this year. Read more