Don’t underestimate the No. 1 threat to your business
Originally published in Financial Planning By Yvonne Kanner The world set an ominous record in late November, when more than 12.5 million spam emails were unleashed…
Tag Archives: Yvonne Kanner
What wealth managers can learn from the Wells Fargo scandal
Originally published in Financial Planning By Yvonne Kanner We’ve all heard about Wells Fargo and its “duplicate accounts” scandal, in which employees created accounts without customers’…
What advisory firms can learn from a presidential transition
Originally published in Financial Planning By Yvonne Kanner As President Trump storms through his first 100 days in office, tweeting policies and dashing off executive orders,…
Compensation Shouldn’t Be Crisis Management
Originally published in Financial Planning By Yvonne Kanner Compensation is a hot topic in the wealth management world these days. A week doesn’t go by…
How to Destroy Your Firm
Originally published in Financial Planning By Yvonne Kanner For many RIA’s, compliance is a dull, non-revenue producing part of their business, often consisting of little more…
RIAs: Stop Discounting Your Fees
Originally published in Financial Planning By Yvonne Kanner Wall Street analysts sometimes describe a stock selling at a discount as a value trap. The price is lower…
‘Cake Boss’ Fix for a Stale RIA
Originally published in Financial Planning By Yvonne Kanner I was channel-surfing the other day when a TLC show about baking, of all things, hit a…
Succession Planning: Are You Being Negligent?
Originally published in Financial Planning By Yvonne Kanner Here’s a bucket of cold water coming at all you RIA founders: You’re going to die. It’s…