Prospecting

80 percent of millennials have concerns about the tax filing process, mostly regarding making a mistake.

Better than tech stocks. | wolfgangwoehrle/iStock/Thinkstock Over 93 percent of investors on Openfolio, a platform for investors to share portfolios and performance, lost money last month. The few who had positive returns held more in cash...

Is it possible to build a thriving practice with middle-class accounts? These advisors found a way.

You never know what to expect when prospecting in social circles.  Affluent prospects, like people in general, come with a rainbow of personalities.  Some are polite, others are obnoxious, while still others act like they couldn’t...