Atlanta: “I need more leads,” stated Taylor as we ended the webinar.  A pause ensued and he continued, “That’s really my biggest issue.  I need to figure out how I can get in front of more affluent prospects.  My network is growing and I’ve...

For developers of retirement calculators, it’s something of a Holy Grail: a system that not only helps investors figure out how much they’ll need in their golden years, but adequately factors in health care costs as part of the daunting calcul...

The “mother of all lame duck sessions” will bring volatility to the markets, opportunity for advisors.

Ron Rhoades wears many hats: FA, attorney, college professor

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The art market has been go-go for years, but it’s a minefield for the uninitiated

Artnet has just launched a new art pricing index that it claims will demystify art investing. It covers more ground than the benchmark Mei Moses, but is that a good thing? Art world advisers say successful art investing will continue to resist...

The branch office manager used to be the highly revered elder statesmen of the industry. No more. Many advisors say the position is increasingly part of a corporate bureaucracy with a mandate to push the agenda of the firm over the interests of...