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Dinner conversation: their finances. | Copyright Tim Boyle, Getty Images
Millennial couples love to talk about money, says TD Bank's Love & Money survey. Almost three-quarters of millennials in a romantic relationship say they discuss finances...
The next generation. Copyright Evan Agostini, Getty Images
Ultra high net worth individuals will transfer $3.9 trillion to the next generation by 2026, down from $4.1 trillion estimated in 2014, according to a new report by Wealth-X and NFP. T...
Home-office portfolios often outperform advisor-controlled ones, according to a Cerulli Associates report. Couple that with decreased compliance risk, and it’s likely the home-office model will become more prevalent in a post-DOL world...
Moving on. | Copyright Tim Boyle, Getty Images
State Farm is tweaking its product offerings available to its agents, and the Department of Labor’s fiduciary rule is partly to blame. Currently about 12,000 of the insurer’s agents are licensed t...
Ever leave the office feeling like you’ve “been through the ringer?” The latest Harvard Business Review offers some clues as to why, especially as a financial advisor, you might leave work feeling a bit drained. The premise...
The ultimate goal for many advisors who own their own firm is to eventually sell their business for a profit. While there are countless ways to increase a firm’s value before a sale in order to receive the most money possible, advisors can...