It’s frustrating for advisors to find ways to add value when investment advice and products are increasingly commoditized. But this supposes that investors are dispassionate enough to seamlessly integrate the latest academic findings into their investment lives. That’s not the case....More
When deciding whether to stay at, or leave, their firm, money makes the mare go, but management conflicts and technology are also factors that fuel an advisor's decision, according to WealthManagement.com's annual Broker Report Card....More
In the 23rd annual Broker Report Card, our annual survey that lets financial advisors from the six major national brokerages rate their employers on a number of factors, advisors were, overall, feeling better about where they work. The average approval rating of 8.1, on a scale of one (lowest) to 10 (highest), almost reaches pre-crisis levels.
The annual Broker Report Card shows that advisors were, overall, feeling better about where they work. The average approval rating of 8.1, on a scale of one (lowest) to 10 (highest), almost reaches pre-crisis levels. But individual firm scores still varied widely. Check out how the firms stacked up this year and why.
Most advisors will lose clients’ assets when they are passed down to the next generation. Julie Littlechild, CEO and founder of Advisor Impact, spoke with WealthManagement.com about where advisors are going wrong, and what they can do to fix it....More
People always remember their favorite gift, whether it was a Red Ryder BB Gun or a family heirloom from Aunt Polly. Anyone can send a fruit basket or a gift card, but creative advisors think outside the box to score big with their clients. Here are 10 gift ideas that have helped these advisors do exactly that.