Most seasoned planners have experienced clients who failed to implement a well designed plan. This article, adapted from a newly released book by Scott and Todd Fithian, examines five key reasons for such failure, and how, through what is called the confidence formula, advisers can diagnose and improve their approach in order to reduce the failure rate.

Article from September Issue of (US) Journal of Financial Planning

A view on the future of the Advice Industry.

Undiscovered Managers/JP Morgan belive there will be five unstoppable forces that will alter the economics and structure of the advisory industry over the next five years. This report, published in July 2005, provides a view that in the US it will only be those businesses that are ably to grow to achieve the benefits of scale that will be able to resist these forces and continue to operate with the financial results to which they have been accustomed.

This year's study draws draws from financial and operating performance data from more than 700 independent advisory firms. The report marks the 14th industry review completed by Moss Adams since 1992.

A copy of an article from Investment Advisor providing an overview of the key findings of the most authorative study on the advisory business.