Financial technology start-up OpenFin recently nabbed a $4 million round in venture capital in March. We talked with co-founder and CEO Mazy Dar about his plan to offer an alternative to desktop terminals like Bloomberg’s by allowing...

A looming advisor shortage and a limited pool of prospects means retaining advisors is the top job for many managers. Here's how to spot, and keep, talent on the brink of jumping ship.

A Guide to Strategic Networking

Boca Raton – “Do you think what I wear to the office is important?” asked Fred, a new advisor we met at a workshop.  He went on to say, “I recently changed firms and the culture here is different.  The advisors I...

Almost every advisor must come up with a valuation for their firm at some time or another—whether it’s to sell or merge with another firm. And for some, it’s more of an art than a science. How do you put a price on your firm? The...

Approach your initial meeting prepared, relaxed and brimming with confidence

Instead of asking your standard run-of-the-mill questions, help your prospect think through the consequences of action versus inaction

Feeling bogged down at the office? Here are tips from advisors who are keeping their practices light and mobile—using everyday apps and consumer tech tools