REP. readers do it by the numbers

Help them avoid spoiling their children

Note: Marie Swift is currently providing marketing and communication services to the companies mentioned in this article...

Mind the Gap

For those who don't know James, you should take the time to acquaint yourself with him. He has established himself as one of the Internet’s best bloggers and is also a best-selling business author

There is an opportunity cost to always waiting for someone else to develop the next technology innovation. If you want to stay ahead of the competition, you sometimes have to stay on the bleeding edge.

Being bifocal means putting your attention where it needs to be in your daily routine

Exploring articles that offer interesting, relevant insights into the Millennial generation

Both FINRA and the arbitrators must realize that the so-called “streamlined process” is broken

Recently, I had a chance to listen in on a talk from Jim Collins, renowned author of Great by Choice and Good to Great. Several points he made got me reflecting on the financial advisory profession. As advisors, so many of us don’t put...