Strengthening relationships and meeting affluent prospects through these recreational activities requires homework and creativity.

If they want to be discovered by the new generation of investors, here's what advisors need to know.

Stock tips to go with that coffee? | Copyright Christopher Furlong, Getty Images It seems that if you want the best-performing portfolio, along with a croissant, head to France. According to analysis performed by Natixis Global Asset Manag...

 “Always plan ahead. It wasn't raining when Noah built the ark.”  —Richard C. Cushing ...

Whatever circumstances may prompt a hybrid advisory firm to consider a transition to a new b/d, there are several key items they must first consider before making a long-term business decision.