Hillary and wealth managers have an urgent need to engage with new constituents by answering basic questions about who they are and how they can help.

Advisors with a clear vision for their business, who have the discipline to achieve their objectives, are most likely to benefit from an internal analysis to unlock their company’s potential. And one of the best ways to gauge performance is...

Years ago, the branding tool of choice for financial advisors was the brochure. This static piece of glossy collateral usually required a fairly substantial investment, but its branding value has been on a serious downward trend for well over a...

The backlash begins. | danielskorodyelov/iStock/Thinkstock Smart beta has gone from contrarian to mainstream - just ask Research Affiliates' Rob Arnott, winner of the 2015 Wealth Management Madness bracket tournament - but how smart is it...

WealthManagement.com.: Why did you want to become a branch manager at such an early point in your career...

It can be stressful to find the right practice for purchase. But even the best advisory practices can have issues, so it’s important to know when to step away. “We talk about the competitive landscape and I hear it all the time in the industr...

It doesn’t mean an end to a career, but it does mean gathering the right consultants to see your way through

The good life. | Copyright Oli Scarff, Getty Images You'll be forgiven for missing it, but Tuesday was national Equal Pay Day, a chance for advocates to point out how wide the national gender wage gap still is in the U.S. (For the record...

It's a two-way street. The penchant for passive over active investment management hasn’t been as pronounced among defined contribution plan sponsors; 57 percent of multi-national companies have a mix of active and passive strategies in the...

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