It is important to be strategic about social-media sharing and map out a plan that is consistent with an adviser's goals
CEO says current biz strategy best way to maximize shareholder value.
Thorne relies on Harris for analysis — of investments; 'not business-savvy'
Ex-Edward Jones rep understands trials and tribulations of small-business owners; 'Finance 'n Stilletos'
Advisers are building practices around life-altering events; nearly 16 million divorced women in the U.S.
Picking the right health insurance or life insurance is no small thing for divorcees; 'the darkest time'
Selecting the right software to work in conjunction with your scanner is key because it helps organize, index and store all those files that have been created.
Survey reveals surprising lack of urgency given to succession
How couples relate to advisers is changing.The emerging model is a more collaborative partnership in financial planning and investing, versus the archetype “primary” decision maker, according to this new white paper from LPL.
The number of high net worth women across the country is on the rise, and many of them are calling the financial shots in their households.There's an urgency to better understand – and effectively serve – this influential group of independent-minded women. But it's not so simple, and certainly not something to do on gut. Schwab Advisor Services conducted the Women and Financial Independence Study to provide some real insights into who high net worth women are, and what they are seeking from their advisers. An interesting picture emerged from our findings. For example, high net worth women favor performance over planning, though planning is still very important. They prefer shared decision-making versus sole control. The gender of an adviser matters less than age. And face-time is more important than email. Complete details can be found in the following pages.
They are a significant business opportunity, according to this white paper from Pershing LLC.
Moves this week by Finra and the SEC signal watchdogs are ready to pounce on anyone overcharging clients.
Successful businesses can't afford to play it safe these days.
Ideas on when to evaluate your technology, where to get reserach on new products and the importance of getting to know vendors
Group calls $50K threshold 'arbitrary,' says plan overlooks other comp.
Marketing messages do count: What potential clients perceive drives their reality
Bonuses on the Street last year totaled $20 billion, an 8% increase from the previous year
These days, absolute performance is an investor's North Star
