Why Clients Don’t Take Your Advice
Think you aren’t persuasive enough? Think your clients aren’t smart enough? It might just be how we’re all wired.
Advisors in Pursuit of Happiness
Two hundred and forty years ago this July, Thomas Jefferson wrote that America was declaring independence in the belief that basic human rights include “Life, Liberty and the pursuit of Happiness.”
Wirehouses Gear Up on the Tech Frontier
The largest broker-dealers aim to become more technologically nimble — and the results are starting to show.
Choose Your Strategy for Wealth Preservation
Advisors are employing tools ranging from alternative investments to long-term care policies to meet the imperative of preserving client assets.
How DOL Fiduciary Will Change the Industry, and Careers
Whatever its final shape, the redefinition of fiduciary under ERISA will affect business models, compliance costs and possibly career choices.
The Growing Influence of Impact Investing
The industry is catching on to investors' interest in — and willingness to pay for — products that align their investment goals and personal values.
20 Things Bob Rodriguez Is Watching in 2016
The famed money manager anticipates a dramatic and pivotal year.
When Surrender Leads to Success
A recent court decision found the owner of a PPLI policy retained sufficient control over the assets in the account to be treated as the owner for federal income tax purposes.
How Doing Good Can Help Advisors Do Better
Giving back can have a positive effect on personal satisfaction, resilience and productivity — yours and your team members’.
Why Income and Patience Matter to Advisors — and Clients
From the products sold to the technology used to the clients served, advisors today are working in a much different environment.