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...

It takes a village

Getting to the “heart” of it

It’s time for a semi-painless relationship check-up.  How deep have you gone with your top clients and COIs? Admittedly, it may be more painful for some than others.  But no pain, no gain, right? ...

With more wirehouse and regional advisors seeking greater independence, control, autonomy, superior economics, and the ability to customize the client service experience, independent models have been big winners. In fact, more independent models...

Parents of children with special needs take note