Business Planning

Whether the responsibility falls to an estate manager, business advisor or wealth management team, creating a professional experience for employer and employee should not be overlooked.

The affluent have worked hard to reach their current lifestyle and as a result, regardless of how they view themselves, they are no longer your average American.

Some advisors—and clients—are beginning to suspect the traditional fee based on assets compensation model is flawed.

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 ...