If it were only that easy. | Noppadol_Anaporn/iStock/Thinkstock One week after the accidental death of the author of best-selling book The Millionaire Next Door, Helaine Olen writes in The Baffler that the object of the book – a self-made s...

Improving engagement levels

(Reuters) - The top U.S. consumer watchdog said on Tuesday that arbitration clauses used by companies to dodge lawsuits take away consumers' rights to sue in courts and do not provide much relief to them...

Since hanging a shingle of his own, fee-only financial planner Michael Solari adopted virtual conferencing as a way to connect with clients and prospects across the country. Yet he’s not convinced the technology is better than a face-to-face...

Girl Power. | Copyright Spencer Platt, Getty Images Pax Ellevate Management is encouraging the companies in its Pax Ellevate Global Women’s Index Fund (PXWEX) to sign onto the Women’s Empowerment Principles, a joint initiative of the United ...

There are good reasons to avoid younger clients with less than $250,000 in assets, but these investors can be good for long-term growth, according to a new study from PriceMetrix. The majority of advisors, both young and old, target older invest...

A financial advisor kept Smash from losing his shirt on some real estate deals gone bad in the financial crisis. It's not easy dealing with celebrities. It's even harder when you're the one managing - or trying to manage - their money. GoBan...

As current clients age and retire, it seems obvious that more than half of financial advisors plan to target younger investors on track to reach high-net-worth status over the next five years. But who are these millionaires of tomorrow? A recent ...