Registered investment advisors operating as financial planners do more for their clients than those that just focus on asset management, but earn less.
According to recent research by Cerulli Associates, financial planners—those 4,041 firms pr...
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...
A good role model. | Fuse/Thinkstock
Mothers who work outside the home may be stressed out, but they are raising more successful daughters. According to a new study from Harvard Business School professor Kathleen McGinn, the daughters of w...
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...
Astor family fortune goes to the daughter-in-law once referred to as “Miss Piggy”
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...
North America is still the largest and most developed wealth market in the world, with wealth growing 5.6 percent in 2014, according to the Boston Consulting Group’s 2015 Global Wealth Study. But most of that growth was due to market appreciation...
The old adage, “It’s not what you make, it’s what you keep,” reflects a fundamental truth that continues to drive the worlds of investment management and tax advice closer together.
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...
