If you’re like many advisors, there’s a good chance you’re spending too much time on tasks that distract you from servicing your clients and growing your business. Research by Cerulli Associates has found that, on average, independent advisors s...

While you might feel you are just being diligent, your prospect may feel you are being needy.

San Francisco: “Suddenly making an effort to get to know the children of our affluent clients could create some awkward moments,” pined Henry in a peer-to-peer exercise I was facilitating on the topic, before sharing a game plan his...

Securities regulators expect investment advisers to get their facts straight and to possess evidence to back up statements they make to clients, as well as prospects.

Matthew Westhoff and his two partners have a successful practice and want to expand it by letting other advisors plug into their operation. How can they structure a competitive contract and attract qualified candidates? Westhoff and his partne...

It’s remarkable just how much technology is changing the way advisors do business. At its core, the advisory business is still a relationship business, and what distinguishes the best advisory firms is still their ability to connect with and...

You’ve heard of robo-advisors, but what about robo-PR agents? Introducing Finsource, the first fully automated public relations platform for financial advisors and wealth managers. For $99 per month, Finsource will create press releases, send t...