Client Relations

Commonwealth adds Midwest Financial Group from NPH, Baird adds $1 billion Alaska team and millennials rely on themselves for financial success.

UBS’ 2018 outlook, young advisors provide more financial planning services than older ones and Tamarac integrates with RightCapital.

What do your clients really say about you behind your back? Here’s the view from Warren Bimblick, a media consultant in New York City and former executive at Penton Media.

Many investors say the financial crisis had no impact on their lives, rising market pushes hedge funds to hit all-time asset highs despite fund outflows in October, and brick-and-mortar stores saw a successful Black Friday.

Spark a conversation with your clients about helping the needy.

Goldman Sachs predicts a sunny 2018, half of IRA holders have yet to take their RMD this year and spend money to save time.

A little extra effort goes a long way.

So far, there has been little uptake among advisors or clients for ESG funds. That’s an opportunity, says Nuveen’s Marcus Velasco.