In the 23rd annual Broker Report Card, our annual survey that lets financial advisors from the six major national brokerages rate their employers on a number of factors, advisors were, overall, feeling better about where they work. The average...
A bull market helps many advisors feel pretty good about the firms they work for. Still, according to the 2013 Broker Report Card, some are happier than others.
Most advisors will lose clients’ assets when they are passed down to the next generation. Julie Littlechild, CEO and founder of Advisor Impact, spoke with REP. about where advisors are going wrong, and what they can do to fix it.
Inverse funds usually underperform shorting the underlying asset, but they can play a role in some accounts if you are willing to rebalance frequently.
People always remember their favorite gift, whether it was a Red Ryder BB Gun or a family heirloom from Aunt Polly. And it's a wise advisor who finds gifts that will create new memories with their clients, fostering a strong relationship and...
The WealthManagement.com list of the Ten Best Business Books, now in its second year, recognizes the most useful business books for financial professionals. Over 25,000 business books were published in 2013. WealthManagement.com editors got...
Many advisors have been conditioned, trained if you will, to position themselves as having all the answers. In a group discussion with a room of advisors following a workshop recently, the consensus was that if somebody asked about what the market...
Growing from a practice to a small business means hiring support staff. But for many financial advisors, moving into the role of employer and manager doesn’t come naturally. Here’s some tips.
