Some things never seem to change. Despite all the talk about restoring the public’s trust in the financial services industry, many financial professionals don’t believe the industry is better off than it was before the financial crisis. Ac...

If you are not convincing your clients it is you and your advice that is most important to them, you are making a big mistake.

Is this the face of a fraudster? The Securities and Exchange Commission’s arguments for bringing its recent case against Patriarch Partners and its founder and CEO, Lynn Tilton, are weak and specious, according to an op-ed published by a ...

Scores of articles have been published on women financial planning clients in recent years, aimed at improving the state of advisor-female client relationships. And yet, problems remain, the latest research shows. Thus, we offer a much needed...

Hillary and wealth managers have an urgent need to engage with new constituents by answering basic questions about who they are and how they can help.

“People don't buy what you do; they buy why you do it. And what you do simply proves what you believe.” - Simon Sinek, Start With Why.