Advisers are dashing for the door before the end of an eventful year turned upside down by COVID-19
Your guidance can help clients focus on the fundamentals when making financial decisions, regardless of the markets, the economy or partisan politics
Advisers don't like it when REIT valuations bounce all over the place
The uncertainty around the Georgia runoffs in January complicates efforts to plan for the possibility of higher tax rates under Biden
Forward-thinking advisers who are willing to get uncomfortable by thinking and acting outside the box will have the ability to create their ideal practice
Proposed Labor Department amendments to the Fair Labor Standards Act and pending legislation in the Senate are the latest challenges in this area
Establishing an easily understood rule for advisers shouldn't be this difficult
It's been a tough year, but here are some things we can all be grateful for
Because of COVID-19, retirement savers need advice more than they ever did before
As more commission-free products come to market, RIA firms are beginning to provide insurance solutions to clients
By taking stock of what clients got right in this very weird year, you can set the stage for a strong start in the New Year
Fiduciary duty? Best interest? They’re ultimately political decisions
Rather than stop working, many older advisers simply ‘retire in place.’ But are clients’ interests really that well served if you aren’t fully engaged?
Need inclusive culture to help attract and retain investors of the future
You'll need new ideas to take your business to the next level, and you need time to develop those ideas
Consider the role we can play in creating the radical change needed to improve diversity, inclusion and belonging
You can call it self-doubt, lack of confidence or — as RuPaul would put it — your 'inner saboteur'
I haven’t been on a plane for months, but remember the many times flight attendants tell us to 'put your mask on before helping others'
Majority of investors surveyed say the events of the last six months have made them less likely to take risks
Being armed with the data that allow you to target your customization efforts is essential
