If you want a favorable response, it's all about how you ask the questions

Half of Cetera’s advisor force is currently doing fee-based business, and the firm would like to increase that. The firm recently launched a consulting program to help its advisors transition more of their business to fees. Cetera has...

The independent broker/dealer model may be holding some advisors back from growing into an enterprise

Over the past few weeks there has been an alarming amount of noise coming from the Bank of America/Merrill Lynch camp. The noise has begun to play a tune that sounds a bit like the cultural drift is taking its toll throughout both the advisor and...

What differentiates top advisors? According to a recent Fidelity Advisor Insights study, planning and concentrating on specific client segments has a lot to do with it...

A WealthManagement.com survey shows one-third of advisors believe the recent scandals plaguing the board have hurt the value of the designation, while over half don’t trust the compensation disclosures on the firm’s website.

In the world of financial advice, many advisors make similar claims.  High level service…comprehensive wealth management…expert investment selection&hellip...