I Planned for Widowhood but Got a Lot Wrong
My husband and I thought we’d done everything right on end-of-life planning, but after he died, I found we missed a lot.
8 ways to build extreme client loyalty
The firms that experience sustained growth are those that intentionally set up a process for the care and feeding of clients.
8 Ways to Build Extreme Client Loyalty
These steps, large and small, will sustain long-lasting client relationships.
The secret sauce of successful firms
How cutting-edge advisors embrace innovative business cultures — and have fun.
The New Culture of Advisory Success
Just how important is culture to an advisory firm's success? It's everything. Yet it is often overlooked. Here are three firms with innovative business cultures.
2014 Advisor Hall of Fame
Now in its 24th year, Research magazine's eagerly awaited benchmark of industry excellence honors five.
Experimenting With New Compensation Models
The variety of fee structures is growing, as advisors fine-tune offerings for a changing client base.
The Freewheeling Life of the Virtual Advisor
What early adopters are finding on the advisory field's online frontier.
In Financial Data, Small Is the New Big
While big data is here to stay, forward-thinking advisors are finding a wealth of relevant information right in front of them.
If You Go Indie, Will Clients Follow? The Great Leap of Faith
Going independent requires not just careful cost-benefit analysis but also a focus on your clients’ confidence—and your own.