When we meet people at parties, networking events or fundraisers our guard is up.  We are vigilant against getting suckered into any type of sales pitch or hidden agenda.  The moment a stranger approaches us, we are on the hunt for their...

Forgiveness of firm retention packages turns the heat up on recruiting.

Female investors want to work with someone who understands their needs. And right now, that’s female financial advisors. In a new study, 60 percent of women say they would rather work with a female financial advisor, with that number...

RIAs are loathe to increase their fees, believing it alienates clients. But a recent analysis by Russell Investments shows advisors are worth as high as 4.33 percent, much higher than the typical 1 percent that many FAs charge for their services...

Today’s affluent investors want to know their financial advisors personally. Getting social with them not only serves that purpose, but it puts an advisor in the position to get personally introduced into their spheres of influence. Monthly...