Practice Management

The day-to-day world of a financial advisor is full of distractions. The following tips will help improve the efficiency of any advisor.

None of Wells Fargo, UBS, Merrill Lynch or Morgan Stanley exist in a vacuum, and they certainly compete with more than just one another, yet they principally compare themselves with one another—as does the media.

In a special closed door session at the First Allied Securities national annual conference in San Diego this week, I met with a diverse group of female independent financial advisors.  Some of these advisors were in the early phases of...

The intersection of succession planning and next gen planning is key

As baby boomers age and lifespans increase, the problem will likely become more common

Much has been speculated regarding the changing landscape at Merrill Lynch and its parent company, Bank Of America. While the culture has pivoted (as to be expected) there are a few things that the organization at large has gotten right and may...

While the advisor and accountant might seem like an odd couple, there are synergies to be had