Financial advisors experienced a boom year in 2014, earning record revenues while increasing client assets under management and client retention, according to a new report from PriceMetrix. Advisors’ assets under management and revenue have ri...

Do you host events that seem like merely client appreciation events, and have very little prospecting potential? If so, you’re not alone.

The next time someone tells you his or her firm has a special culture, speak to the advisors and look carefully at their results.

The key to creating a thriving culture is to clearly identify, and then instill, the philosophies that define your firm.

The National Endowment for Financial Education and the Financial Planning Association have launched a tournament bracket of their own—to help investors and consumers determine their top four financial priorities. The groups also had financial...

By Susan Barlyn ...

If it were only that easy. | Noppadol_Anaporn/iStock/Thinkstock One week after the accidental death of the author of best-selling book The Millionaire Next Door, Helaine Olen writes in The Baffler that the object of the book – a self-made s...

There are good reasons to avoid younger clients with less than $250,000 in assets, but these investors can be good for long-term growth, according to a new study from PriceMetrix. The majority of advisors, both young and old, target older invest...