Nerd's Eye View
FEBRUARY 17, 2025
Comparing activities against benchmarking studies (such as the Kitces Research on Advisor Productivity) can reveal additional areas for improvement. For example, they might discover they are spending significantly more time on administrative tasks than expected, suggesting a need for support staff or automation.
Nerd's Eye View
JULY 28, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that RIAs appear to be building more comprehensive and more integrated tech stacks, and are benefiting from greater operational efficiencies, according to the latest Schwab RIA Benchmarking Study, with larger firms (..)
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Nerd's Eye View
DECEMBER 1, 2023
Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)
Nerd's Eye View
JULY 31, 2023
In this post, Kitces Senior Financial Planning Nerd Ben Henry-Moreland offers a framework that solo advisory firm owners can use to decide when their firm will be ready to make an initial hire, based on data from Kitces Research on Advisor Productivity and Advisor Wellbeing as well as industry benchmarking studies on advisor capacity.
CFO News Room
DECEMBER 17, 2022
From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase.
E78 Partners
SEPTEMBER 10, 2024
Actionable Insights: DSOs should regularly benchmark RPP against industry standards and historical data to identify trends and variances. Additionally, using robust practice management software that flags potential issues before submission can prevent denials, ensuring a smoother and more predictable revenue cycle.
Nerd's Eye View
FEBRUARY 14, 2023
In this episode, we talk in-depth about how Jim built Sanctuary’s “Partnered Independence” platform for advisors who want to run their own practices serving HNW clients while leveraging Sanctuary Wealth’s support system that offers technology, compliance, practice management and training groups, digital marketing, and even ultra-HNW (..)
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