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  • Jun 6, 2014

    Old School Client Paperwork a Problem

    Only three out of ten advisors believe their client onboarding is excellent. And with many firms still working with piles of paperwork that clients need to sign, it's no wonder....More
  • Jun 5, 2014

    Change Starts at Home: Tibergien Challenges Advisors to Leave Legacy

    The crisis of confidence among investors and the lack of financial literacy in the U.S. today are linked. But instead of relying on large organizations or regulators to fix these problems, advisors can create change....More
  • Jun 5, 2014

    Time to Nix the ‘Alternative’ Label?

    Are liquid alternative products really all that revolutionary to investors today? When do these products become too mainstream for that label?...More
  • Jun 4, 2014

    Compliance is the Seat of Power & Responsibility

    Compliance officers take note: with great power comes great responsibility....More
  • May 29, 2014

    Investing Trends: Cash, ETFs In; Annuities Out

    More advisors are investing in exchange traded funds and cash than they were eight years ago, while variable and fixed annuities are becoming less popular, according to an FPA survey....More
  • May 23, 2014
    Video Video Network

    A Conversation with Judith McGee at the Raymond James National Conference Associate Editor Megan Leonhardt sat down and talked with Judith McGee of McGee Wealth Management at the Raymond James National Conference for Professional Development in Washington, D.C....More
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