Research / WMIQ

There is one actively managed fund group that has not disappointed: Morningstar’s fund managers of the year.

Atlanta: “I want you to emphasize the importance of everyone developing a winning attitude,” said Gerald during our pre-event breakfast meeting. “I want everyone focused on goals that are directly related to their result area.&...

With the end-of-the-year holidays approaching, many generous grandparents are looking for ways to pass on some financial gifts to their grandchildren. But letting clients give savings bonds as presents only guarantees the family will be stuck with...

Many companies are adding voluntary supplemental benefits, such as accident and disability, long-term care, life insurance, dental insurance and vision coverage to their plans.

Over the past year, branch managers have kicked their recruiting efforts into high gear as more financial advisors looked for new homes. But successful recruiting also requires making sure that new hires do a good job once they take their seats. A...

Here’s the latest in automated will and trust drafting from WealthCounsel

The landscape in which all wealth advisors manage trusts and create estate plans is about to be altered dramatically. But those changes may not be the ones everybody is expecting.

Teams are easy to form, but it's another thing all together to make that team function optimally. The most common mistake advisors make is forming a team without doing the proper homework.