Before you can become a virtual advisor, you must first embrace technology.

Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.

Dwayne “The Rock” Johnson’s Spencer Strassmore makes some difficult calls to close out the first season of HBO’s Ballers. (Warning, spoilers ahead.) ...

Putting financial returns ahead of client needs is not only wrong, it is just bad business

Where the next generation first receives their financial advice, is likely to be where they’ll get it in the future.

As with any relationship, evaluate your insourced solutions on an ongoing basis — every 6–12 months.

The recent unfortunate announcement that Curian Capital decided to exit the TAMP business (turnkey asset management program) put a lot of advisors in a difficult position. Within a day of the announcement, many advisors told me they were inundated...

Like choosing a religion, belief in wealth management requires you to select one approach.

The legalization of gay marriage in the U.S. encompasses sweeping social change. However, from a fundamental financial planning perspective, there is now little separating a married homosexual couple and a married heterosexual couple.