“Study groups” are growing in popularity among advisors, and can range from simple conference calls to gossipy luncheons to elaborate three-day retreats where everyone opens their books. Here’s what to expect when advisors get together.
You may be in denial, but chances are, your clients are cheating on you. A recent report by Cerulli Associates found that 74 percent of investors own a direct investing account, but advisors believe it’s much less.
Jack Waymire, financial advisor and founder of investorwatchdog.com, on why being transparent in all aspects of your practice will help you stand apart from other advisors and win more business.
Several insurance companies are following in the footsteps of The Hartford and offering to buyback variable annuities with guaranteed lifetime income. Should your clients take the cash?
The college admissions process can drive teens and their parents crazy this time of year. Here are some statistics to get clients of college-bound kids to simmer down.
