Over the last 10 years, if you had simply preserved your wealth, that would be considered achievement. But are these last 10 years unusual? A longer term perspective shows that actual real returns earned by investors, on average, have been pretty...
It's amazing how empirical data can provide you with a blinding glimpse of the obvious. Our most recent study tells us that today's affluent consider it extremely important that their primary financial advisors provide unbiased financial advice...
After last year's market slump, clients need more attention than ever, but not all clients are worth it. Today, many advisors are reevaluating their books of business and letting go of “C” clients for the first time.
These days, many financial advisors are being forced to undo behavioral and attitudinal patterns that used to lead to success. Suddenly the game has changed and those old habits
The Securities and Exchange Commission hired Julie Zelman Davis as deputy director of the agency's Office of Legislative and Intergovernmental Affairs, where she will serve as a liaison between the Commission and Congress. Prior to joining the SEC...
In our January cover story about how the credit crunch had dampened RIA M&A activity, we said that 20 percent of National Financial Partners' acquired advisory firms were in base deficit; we should have said that 20 percent of acquired earnings...
