Month

March 2021
A lot has been said in recent years about fee compression and new fee models for investment advisors, but not every fee model works for every RIA firm and every client, according to the founders of three RIA firms who spoke Wednesday in an online “Discussion on RIA Fee Practices and Trends.” “I’ve always been...
Read More
Advisors should try to focus on those parts of the business that they like the most and are the most skilled at, turning to other team members or outsourcing the parts of the job that they don’t like or know much about, industry executives said Friday during an online Riskalyze RIA Roundtable event. “Don’t be...
Read More
In this video, Penny provides best practices around articulating fees to clients and structuring advisor services and fees.
Read More
In this episode, we sit down with Penny Phillips, co-Founder and President of Journey Strategic Wealth, a new RIA that’s reimagining the independent advisor model. This episode does not disappoint – Penny covers everything an advisors should be thinking about before you make the jump to RIA.
Read More