There is a pretty startling disconnect in the advisor/client relationship; 29 percent of the affluent claim a social relationship with their advisor, while 74 percent of advisors claim a social relationship with their clients.

Spaces where advisors can share common rooms, or get private offices of their own, are a growing alternative.

Advisors with a clear vision for their business, who have the discipline to achieve their objectives, are most likely to benefit from an internal analysis to unlock their company’s potential. And one of the best ways to gauge performance is...

Like mother, like daughter. | Copyright Adam Berry, Getty Images This weekend millions of Americans will pause to thank their mothers for all they do for them. And for about a third of Millennials, that includes thanking Mom for being the ...

Congressional Democrats broke ranks with the White House this week, asking the Department of Labor to extend the review period on its fiduciary proposal. President Obama and his administration have backed the DOL's efforts to rein in retirement p...

The junior financial advisor of every team should be commissioned to connect with the next generation of affluent clients.