The dramatic shift by retirement savers to passive investing means financial advisors will spend less time in the future picking stocks, and that leads to questions about new ways to add value...
The Oechsli Institute’s 2014 Financial Advisor Social Media research found that LinkedIn is a powerful marketing tool when a personal introduction isn’t possible.
The following is an excerpt from The Indispensable LinkedIn Sales Guide for Financ...
Lynn O’Shaughnessy is a nationally recognized higher-ed speaker, journalist and author of The College Solution. She writes about college for CBS MoneyWatch and her own blog, TheCollegeSolution.com.
This year’s winner in the alternative investment space is—wait for it—real estate.
Among exchange traded funds (ETFs) that invest in real estate investment trusts (REITs), those employing leverage have zoomed to the upside; even non-leveraged fu...
Matthew Westhoff and his two partners have a successful practice and want to expand it by letting other advisors plug into their operation. How can they structure a competitive contract and attract qualified candidates?
Westhoff and his partne...
Changing firms or starting an independent wealth management practice is not easy and is something that must only be done after much introspection and investigation. But an in-depth gap analysis can be useful in this process. A gap analysis can...
Even when clients have a surplus of annual income to save towards an early retirement, the limits on retirement plan contributions don’t allow an amount necessary to achieve it. But annuities can offer nearly unlimited savings potential and...
