Over the past five years, robo advisors figured out something the rest of the wealth management industry did not – accessibility and convenience are paramount for investors. The business of being an advisor today is just as much about being...

How do you greet your clients? ...

The Revised Uniform Fiduciary Access to Digital Assets Act raises many questions.

During up-markets, things are generally good for clients. There’s less chance for advisors to show their full value and little motivation for anyone’s clients to switch to someone new. We see organic growth rates drop, and many advisors line up...

Before the internet, smartphones, and the social media worlds of Facebook, Twitter and LinkedIn, the world of advising was a much different place. Product pitching, uncompromising work ethic, hard sales and then even harder sales served as the...

Periods of market volatility – especially pullbacks – can trigger emotional responses in investors, causing them to feel upset or worried. Despite the fact that you and your clients have been through worse market situations, you likely...

The U.S. Census Bureau estimates that by 2050, 20 percent of the U.S. population will be 65 or over. In 2010, the United States had 5.8 million seniors over the age of 85. By 2050, this number will skyrocket to 19 million...

MIAMI —  “The other night I was at a wine bar with a friend when I ran into someone from my MBA program who I hadn’t seen in years,” commented Stephen, as he attempted to put his thoughts into context. “I...