I see a lot of advisors who, say, just want to start smiling and dialing again. That’s how they built their business. But it doesn’t work that way anymore. 

Advisors who tend to switch firms make less

Survey shows both fear and frustration are keeping them away

The goal is to keep it short, elicit a reaction and make a connection

SEC commissioner Michael Piwowar called out Michael Lewis’ controversial book on high frequency trading Wednesday, saying that while Flash Boys has sparked thoughtful discussion, it’s misleading and factually inaccurate. ...

Envestnet today launched the Envestnet Institute, an online portal that aims to partner with asset management firms to become a one-stop shop for independent advisors to get industry information, find practice management tips and advice on how to...