The industry needs a few good men (and women).
Almost three quarters of broker/dealer and RIA firm executives feel there is an advisor talent shortage, according to a recent poll by Fidelity Investments. But they’re not changing how they r...
Out of our cold, dead hands. | Copyright Melanie Conner, Getty Images
The bond between a professional advisor and his clients is not easily broken. In fact, most consumers would rather give up their smartphone, favorite dessert or coffee t...
Investors go where the money is. | selensergen/iStock/Thinkstock
Along with its stock market, the number of millionaires in China has skyrocketed, up 82 percent from 2012 to total 2.4 million, and another 50 percent to 3.6 million in 2014...
Fee-based? That's a lie. | jesadaphorn/iStock/Thinkstock
Advisors should never use the term “fee-based” to describe their business. Writing on his Scholarly Financial Planner blog, Ron Rhoades outlines the narrow scope in which advisors ca...
Recent calls by pension fund leaders for companies to rethink share buybacks and to invest more in their businesses are not resonating with some wealth management leaders...
I am admittedly a little tired, but also energized and wanting more: We just concluded our second annual industry conference—Hightower's APEX—a collaborative forum for the disruptors of our industry, who never come up short on good ideas or stron...
Steve Lipper, principal and portfolio manager for The Royce Funds, talks about changes the firm's investment approach during the Pershing INSITE 2015 conference in Orlando, Fla.