Big Ticks: The Best Stories For Professionals This Week
Tony's BIG ticks

Big Ticks: The Best Stories For Professionals This Week

July 7, 2018
by Tony Vidler  CFP logo   CLU logo  ChFC logo 

Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.


These are the highlights from the week that you should stop and read, as they are the best I’ve seen.


There is so much good information for professional services made available each week, much of which I share, that it is very easy to forget to pause and reflect.  Each week I select the best handful and give them Tony’s BIG Ticks as being the ones that made me pause and reflect, or think further.   They are sometimes thought-provoking, perhaps insightful, maybe a great sales or marketing idea or sometimes just incredibly topical.

The picks for professionals have been:
Goodbye AUM: Pay Models In Play
By @planner_tweets

A good look at how adviser pay has evolved over the years and where things are heading…



Why AUM-based Fees Don’t Meet Fiduciary Standards
By @AdvPerspectives

A provocative argument for some, but it is certainly becoming a key part of the international debate, isn’t it?



Going Digital For Adviser Businesses
By @russellhutchins

“There might be something to this internet thing…”




The 5 Trends Driving Insurtech
Via @jaypalter

There are new digital players in the insurance sector. These so-called “insurtechs,” technology-led companies that enter the insurance sector, are taking advantage of new technologies to provide coverage to a more digitally savvy customer base. At the Digital Insurance Agenda (DIA) in Amsterdam, one of the largest insurtech events in Europe, we found five key emerging trends…




Demand for advice from Financial Planners is at a record high
By @AdviserVoice

…and now for some good news….thanks Susie!



Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
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