The Greater Transfer is coming and it will have a huge impact on your ability to sell your firm for top dollar when that time comes

Trust is the fuel that activates the relationship management/relationship marketing nexus. Yes, financial advisors – it’s your time to shine

Money may be counted and measured in round numbers, but it is actually an emotionally charged subject for kids and adults.

For an advisor, a prospective new firm and a nice up-front check might be the best thing since sliced bread, but if a sizeable portion of the client base doesn’t follow, the move could prove disastrous. So before an advisor’s thought process star...

Consumer groups meet to organize support for the Department of Labor's fiduciary rule ahead of expected review.