In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
Every year we conduct an in-depth study of affluent investors, and the insights garnered from our 2012 Affluent Investor Study likely are going to change how financial advisors go about their business. We are witnessing two changes that are so...
Behavioral finance suggests investors are often irrational when it comes to money. Some financial advisors are having great success incorporating the principles of behavioral finance with clients.
It has long been debated in this industry whether commission-based advisors are doing what’s in the best interest of their clients, or simply piling them into the investments that gives them the most fees.
Moving beyond the hype and regulatory angst, financial advisors are landing new clients via social media, according to Registered Rep.’s latest research.
Your female clients may have a lower opinion of your skills than you think, according to research. If you don’t learn to communicate with female clients, you are putting much of your business in jeopardy.
When it comes to social media, advisors have a resounding question, “How do we actually use it and how do we get value from it?” We decided to answer this question in this week’s FastTrack for Growth newsletter by giving you...
Financial advisors and RIAs may have more handholding to do with clients. The glum outlook for American retirement appeared little improved with the release this week of two separate reports that showed continued worker skepticism about their...
