Long the laggard in recruiting bonuses among its wirehouse rivals, Wells hiked its offering for top producers to 295 percent from 195 percent two weeks ago.
What's the ideal number of clients an advisor should have? Smaller clients typically cry out for help more than larger clients in times of uncertainty. This can quickly become a major speed-block to growth.
A sluggish economy dampens prices; why should professional examinations be an exception? The Certified Financial Planner Board of Standards recently lopped $100 off the $595 price of its notoriously rigorous certification exam for applicants who...
Working in teams improves efficiency for financial advisors. There are all kinds of team models, but a few basic rules can help set you on the right path.
Bragging rights are just that. But it sure is nice to say you're number one.
The recession is so 2009. No, seriously. The recession ended in June 2009, 18 months after it began in December 2007, according to The Business Cycle Dating Committee of the National Bureau of Economic Research. But the eight economists who make...
Staci Q. Black, UBS Wealth Management, Canonsburg, Pa.
Kathleen K. Santos, Private Portfolios Inc., San Mateo, Calif.
Patti Kennedy, Edmondson Huser & Castelli Wealth Management, Wells Fargo Advisors, Indianapolis, Ind.
Who said managing other people's money was a walk in the park?
