Advisors at a Crossroads
We’re at a crossroads; we’re sitting on the precipice of disaster.
11 Tips for Effective Cybersecurity
Protecting clients’ data and assets is crucial, and advisory firms are ripe for cyberattacks. Follow these tips to help prepare for a data breach.
Advising the Squeezed ‘Sandwich Generation’
Clients supporting both parents and kids pose unique challenges and opportunities.
How Much Income Do Retirees Really Need?
Do percentage-based rules of thumb for replacing pre-retirement income — say, 80% — make sense? Michael Finke weighs in.
What Advisors Should Know About 80% of American Families
Married parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
How Advisors Should Explore the Social Media Universe
Luddites loathe it; old-school types dismiss it. George Clooney scorns it. Nonetheless, the digital parallel world opens a new frontier of financial marketing and communication.
What Makes an Advisor Blog Great?
Blogging can give a powerful boost to a financial advisor's career—if done right.
The Retirement Risk That the Models Miss
Consider the implications of “sequence of consumption” risk
The 2015 Broker-Dealers Reference Guide
Over the 35-year history of Investment Advisor, the brokerage industry has seen monumental changes.
Marketing Matters to Firms That Want to Grow
For many advisory firms, deliberately focusing on attracting new prospects and converting them to clients is a function that is all too convenient to ignore.