Careers

Millennials have grown up striving for achievement and success, and they’ve carried that into adulthood. Indeed, more than half of the next generation aspire to become the leader or most senior executive within their current organization, accordi...

As with most relationships, clear communication between next gen advisors and their team leaders is crucial to the success of both parties. These next gen advisors want their managers to talk to them about key obstacles facing the firm, and creat...

For next gen advisors, confidence in their team leader is crucial. That confidence can play a key role in not only whether a next gen advisor stays with their firm, but also in how productive that advisor is while working at the firm. The prob...

The flip side. | Image via The New York Post The New York Post is reporting that former Wolf of Wall Street Jordan Belfort spotted an acquaintance from his drug-fueled Wall Street wild days in a gallery of images of homeless people sleepin...

Like choosing a religion, belief in wealth management requires you to select one approach.

Don't die here. | Robert_Ford/iStock/Thinkstock If your clients get the chance to choose where they want to die, suggest it not be Connecticut. Because of budget cuts, the state legislature slashed all funding for the state probate system...

You need a team of brave, intrepid adventurers.

Where there is one, there could be many. | Norrabhudit/iStock/Thinkstock When it comes to evaluating stocks during earnings season, Fagan Associates applies the cockroach theory to any hint of bad news: “Where you find one cockroach, there...

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...