Practice Management

The Consumer Federation of America and Americans for Financial Reform have joined together with the nation's largest employment unions and the AARP to mount a public campaign supporting of the Department of Labor’s proposed fiduciary...

For those who don't know James, you should take the time to acquaint yourself with him. He has established himself as one of the Internet’s best bloggers and is also a best-selling business author

Tampa: “It seems that everywhere I turn there’s an article about Robo-Advisors,” moaned Jeffrey with a pained look on his face, then brought it home with, “even your rag (REP) had a photo of somebody who’s supposed to...

Lee Walters/iStock/Thinkstock The public doesn't trust the financial services industry, according to the CFA Institute's 2015 Global Market Sentiment Survey, and the industry is blaming itself for it. According to the survey, 63 percent of p...

The idea for Raghav Sharma’s GuideVine came from newly married friends who shopped fruitlessly for a new advisor. The current crop of advisor listings would give a headshot, some basic info pulled from an ADV, and maybe a specialized area of...

Even the best advisors can trip up over Social Security. And with Baby Boomers charging into retirement, how to maximize the benefit is high on their lists of questions and concerns. Online sites and apps can help make the calculations a lot simp...

In the annual exam priorities letter issued Tuesday by the SEC’s Office of Compliance Inspections and Examinations, the regulator said it will keep a close eye on the suitability of advisors' recommendations and sales practices around...

Being bifocal means putting your attention where it needs to be in your daily routine