These activities might help get your firm out of its rut, but it’s up to you to make it happen.
I believe we can fundamentally change people’s lives for the better through financial advice.
Estate planning is a lot bigger than just the financial aspects of the estate; it includes family, feelings, values and goals.
The use of new technologies and solutions will mean fundamental shifts in the financial services industry
New research shows a divide between the services financial advisers are providing and what clients value
Amid market volatility, it's important to remind them to keep their long-term goals in focus when making short-term decisions
The end of the stretch provision requires that accounts be distributed within 10 years after the owner’s death
Many of last year's trends in the financial advice industry will be front and center again this year, including consolidation, fees and fiduciary regulation
As consolidations continue and fee compression becomes a threat to status quo services, advisers need to be cognizant of the value they can add for clients
Advisers who use an assets-under-management model should lead with planning and do what’s in the best interest of their clients at all turns
