Just because a client wants to live somewhere doesn’t mean they really should.

As chair of Maryland's Financial Consumer Protection Commission, Gary Gensler advocated for a client-first fiduciary standard for broker/dealers as well as 'anyone who holds themselves out as an advisor.'

With last week's violence at the Capitol and this week's presidential inauguration weighing on Americans' minds, advisors must consider if and how politics should arise in conversations with investors.

In his speech the day before he was assassinated, Dr. Martin Luther King Jr. outlined a clear, powerful and peaceful pathway for everyday people to use their financial resources to invest in social justice.

Some advisors insist they generate only low-quality leads from Facebook. That need not be the case.

Perfection is simply not attainable. Most of the time, it’s an unnecessary pressure we put upon ourselves (or put upon others).