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...
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.
That’s right folks – get ready for chips and salsa, quiche and margaritas (not in that order please). If you want to connect with Millennials and Gen-Xers, pay attention to their trends. Send them a letter? It won’t get opened. Drop by some f...
Financial advisors are in the unique position prepare Baby Boomers turning 65 not just financially, but emotionally to be ready for retirement. Money alone does not buy happiness.
After the 2008 financial crisis, more advisors began to embrace independence, especially as some of the big names in the brokerage business were in the headlines for mergers, bailouts and Congressional hearings. Many clients recognized that their...
You need to know how to encourage clients and potential clients to trust you and feel at home with you. Your business is at stake. Don’t try this at home.
