Is your custodian a growing threat?

Every elite financial advisor at some point has been a low-revenue advisor. However, we’ve witnessed financial advisors, through a focused commitment of energy and resources, attain elite status in a relatively short period of time. We&rsquo...

Advisors can save clients money and stress when a child wants to pursue a costly college degree.

REP. readers do it by the numbers

A strategy used by institutional investors to preserve capital is now easily available to individuals via retail funds. But do they perform as advertised? 

It’s not that important where your clients’ children go to college. What matters more is their teens’ mental health. Advisors can calm parents’ nerves. 

Does a $10 million advisor grow by buying a book? By getting a junior partner? Or is there another way? Our panel of experts weighs in. 

For an advisor, a prospective new firm and a nice up-front check might be the best thing since sliced bread, but if a sizeable portion of the client base doesn’t follow, the move could prove disastrous. So before an advisor’s thought process star...

“A person might just need a little help today, but that is not where things will stay.”

What do you say when someone asks you about do-it-yourself options, robo-advisors, and other low-cost alternatives? Most of your competition is caught off-guard when asked. Don’t let this be you