Practice Management

Make no mistake, every advisor, regardless of size or where they are coming from, should have a buy-sell agreement.

Only recent college grads need apply. Billionaire investor Steven Cohen wants try a homegrown approach to hiring at his massive investment portfolio and is looking to employ and train kids right out of college. Cohen, who pleaded guilty to i...

Affluent clients rate their financial advisor higher in every key metric when the relationship is expanded to include a social element

Clients won’t compare your technology to your competitors. They’ll compare it to Amazon and Apple. The smoothest, most useful and intuitive online experience wins.

Failure differs from risk, mistake, error, set-back, screw-up, defeat and the countless other names we have for adverse events. For this article, I define failure as an outcome that falls significantly short of client expectations. By this defini...