Client Relations

Longevity risk is an essential planning concept that’s misunderstood by advisors and clients alike...

On the road to nowhere. | Copyright Spencer Platt, Getty Images We’re used to thinking about -- and planning for -- markets that move: Up, down, bubble and bust. But what if the more realistic scenario is one where the stock market simply ...

While the process can seem long and complex, advisors who lead their firms with conviction and embrace these four disciplines will achieve their goals much sooner than they think.

More advisors are looking to leave the wirehouses and brokerages by joining an existing registered investment advisory firm, rather than starting their own. According to the latest research by Cerulli Associates, about 35 percent of advisors s...

Is our industry too focused on relative returns?

There are benefits to working with family and friends, but peace of mind is rarely one of them.

Middle-Class Financial Advice

Cultivating a long lasting client bond is crucial to both the longevity of the relationship and future generations.

More to come. At Ameriprise Financial’s annual Women and Money luncheon on Tuesday, Columbia Threadneedle’s chief economist and senior portfolio manager Marie Schofield shared insights on the state of economy. In a nutshell, Schofield sai...

When women are armed with a clear and concise set of questions for vetting their current advisor, they become empowered and engaged in their finances.