Fantasy football for client acquisition? Oh yes.  For football-loving financial advisors, it doesn’t get much better.  The NFL season is just around the corner and fantasy football is growing in popularity every year.  No...

Moving beyond robo-advisors so investors can see the whole picture

Our recently released Financial Professional Outlook survey uncovered some interesting things about advisor behavior. For example, nearly three quarters (72%) of respondents said they wanted more resources to help them acquire clients near or in ...