Most advisors would love to call themselves “elite,” placing them in the small cadre of advisors that do the right activities the right way and are seeing phenomenal results. But what exactly does this exclusive group look like...
You may discuss your clients’ mortgage, monthly payments and home equity only briefly, and perhaps enter the data into a box on their financial planning questionnaire, never to be revisited again. But ignoring this portion of a client&rsquo...
The wealthier millennials are, the less likely they are to fire their parents' advisors, according to new reserach from TD Ameritrade. About two-thirds of high-net-worth millennials who are already using their families’ advisor have no plans on c...
Tampa: “It seems that everywhere I turn there’s an article about Robo-Advisors,” moaned Jeffrey with a pained look on his face, then brought it home with, “even your rag (REP) had a photo of somebody who’s supposed to...
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The public doesn't trust the financial services industry, according to the CFA Institute's 2015 Global Market Sentiment Survey, and the industry is blaming itself for it. According to the survey, 63 percent of p...
Even the best advisors can trip up over Social Security. And with Baby Boomers charging into retirement, how to maximize the benefit is high on their lists of questions and concerns. Online sites and apps can help make the calculations a lot simp...
