Getting Emotional With Clients

Dec 10, 2016

Understanding how clients deal with the prospect of loss can give advisors a leg up.

Advice for the Career Change Advisor

Dec 09, 2016

How to make the most out of your prior profession.

SIFMA Sees Trump Administration as Open Door to Review Regulations

Dec 07, 2016

In its annual press briefing, the advocacy group said the U.S. should take a page from Europe, which recently conducted a review of its regulatory framework for financial services.

Don’t Fear the Robo Reaper

Dec 06, 2016

Don’t fear technology, even the technology that’s here to destroy you. Embrace it, own it—because it’s not going away and you can control it.

Five Tips for Better Decision Making

Dec 06, 2016

Too often advisors put off major decisions in search of the perfect solution. A better strategy is to make good decisions and execute on them quickly.

When “Happy Holidays” Is an Oxymoron

Dec 06, 2016

Create personalized holiday cards that support your clients in ways others don't.

Public Hearing Held on Proposed Section 2704 Regs

Dec 06, 2016

Five hours of oral testimony presented

DOL Rule Weighs Heavily on Advisors as New Year Approaches

Dec 05, 2016

A mere 11 percent of advisors say they feel ready for the implementation of the new regulation, which takes effect in four months.

2016's Best and Worst Cities for Financial Stability

Dec 02, 2016

Whether it's making a decision on where to spend retirement or finding how far a buck will go in one city compared to another, the financial impact of relocating is an important consideration for any client looking for a change of scenery.