Stock picking = monkey business? | Copyright Keystone, Getty Images Forget picking stocks and stick to passive, index-based funds, says Princeton University professor Burton Malkiel on ETFFunds.com. “A blindfolded monkey could select a portf...

No one man can replace Ric Edelman. Ric Edelman, founder of Edelman Financial, has started the process of installing a successor.  He moved CFO Rene Chaze to the newly created COO role after going through a list of 50 some candidates, but th...

Three ways to build and maintain relationships with your millennial family clients

Succession planning from millennials’ perspective

Focus on three critical areas to help your clients improve the transition period for the next generation

An update on the state of global wealth planning and reporting

The good ole days. | Copyright George Marks, Getty Images Ever wonder how you wound up in an office cubicle instead of a private office with your own secretary, couch and wet bar? The Economist takes a deep dive into the history of the cubic...

If your client needs risk management, remind them that the more they have, the more they stand to lose.

Access is one of the biggest challenges in our business today. As a financial advisor, you need to be able to separate yourself from the crowd to gain access and build relationships with high net worth clients...