Every financial advisor should be striving to be exceptional in the eyes of their affluent clients and COIs.

Don't worry, it doesn't need to be signed by mom. Your clients have a new tool to check up on you. On GradeMyAdvisor.com, investors create a free profile and enter their investment portfolio and their advisor. The information is secure, t...

Mario Tama/Getty Images There’s been a great deal of excitement in the past year over the legalization of same-sex marriage nationwide. But there are still a number of places where same-sex couples are barred from marrying without the invo...