Most advisers don't appreciate the critical role sites play in bringing on top clients.
Identifying and prioritizing goals helps advisers create a financial plan that funds them, professor says
Effective communication takes place when the receiver interprets the sender's message in precisely the fashion in which the sender intended it, according to The American College's “Fundamentals of Financial Planning” textbook.
What valuable adviser technology tools made their debut at the recent T3 2014 conference? Michael Kitces breaks down the four new offerings generating the most buzz.
With oil down 50%, talk of tail events is bubbling up again. Be prepared when clients ask about them.
What do a spouse's efforts mean for the valuation of a business and its division in two?
Mary Jo White is poised to reveal what she believes is the best way for the SEC to address fiduciary duty, with the SEC planning to make a determination this year as to whether to propose a rule or take another approach.
Advisers cutting fees for managing low-yielding cash positions has become popular but critics, including a NAPFA compensation committee member, say the practice presents big conflicts of interest.
The custodian is planning to sponsor a grassroots effort among registered investment advisers to compete with brokerages when lobbying for their profession.
The fiduciary motivation to avoid losses tends to be greater for advisers than the risk of not growing client wealth
Broker-dealer and custodian tech executives discuss the industry's biggest issues and plans
Inherited IRAs being impacted by bankruptcy is a remote event, but advisers and clients should still be prepared
The prospects of the passage of fiduciary rules to protect investors looked bright four years ago, but have waned considerably. Mark Schoeff Jr. looks at what's changed.
In the second major adviser tech acquisition of the day, SS&C Technology said it agreed to pay $2.7 billion for Advent Software Inc., whose portfolio management software is widely used by advisers.
Most advisers are assessing electronic security, but approaches and frequency vary widely.
Financial advisers need to make sure their clients comprehend what they do, why they do it and how they are different from other wealth managers.
The Boston fund giant will acquire eMoney Advisor, a top financial-planning software manufacturer, in a move that could resonate as one of its most potent adviser-technology deals to date.
Use social media to ensure you're tapping your network to its fullest potential this year
Roof Advisory Group's growth plans include monitoring and shaping its client base
The hottest topics to keep tabs on in the independent broker-dealer space
