Imagine for a moment that you’re a prominent CPA in town. How many advisors have you met over the years? 100? More? How many have claimed to provide “holistic wealth management” and “high level service?” Probably all...
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.
What's in a name?
In new research from Cerulli Associates, the analytics firm offered up “eRIA” as an alternative term to “robo-advisor” for automated investment advice software. Whatever the advisory industry decides to call them, Cerulli...
The more you know ... | graphicsdunia4you/iStock/Thinkstock
Money can buy an education, a home in an environmentally beneficial area, language lessons and mind-expanding cultural excursions. So does it make sense that it can also buy you a...
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.
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...
Ultimately, advisors need to change the mindset of their clients, who increasingly should be thinking about when they can take IRA distributions, not when they have to.
