Over half of advisors—54 percent—say they’ve been using “rep as portfolio manager” (Rep as PM) platforms for the past five years, managing investment portfolios across client accounts. Only about 10 percent of advisors surveyed say they don’t use...

Every elite financial advisor at some point has been a low-revenue advisor. However, we’ve witnessed financial advisors, through a focused commitment of energy and resources, attain elite status in a relatively short period of time. We&rsquo...

Using Facebook is ideal for financial advisors who are interested in deepening relationships with their clients, COIs, and prospects

With the growth of the RIA channel and active M&A environment, many firms are branching out and opening new offices. But how do you manage a business across multiple locations without diminishing firm culture and employee productivity...