Should I Stay or Should I Go (Independent)?
There are a lot of issues to consider before making the move from a wirehouse or bank to an independent advisor.
Our Human Capital Disaster
It may not be news that the advisor community is facing a labor shortage just as demand for professional advice is peaking. What is news is the scale of that shortage, and three overlooked trends are already playing out with the potential to make that shortage a catastrophe.
Collaborative Divorce: A Win-Win Dissolution
When my first husband and I decided to end our marriage more than 30 years ago, we wanted to avoid ugly confrontations and create a solution that would give our young son a loving home with both of us sharing custody.
The Freewheeling Life of the Virtual Advisor
What early adopters are finding on the advisory field's online frontier.
Clearing Firms Join the Robot Race
Robo-advisors and other new technologies are transforming the clearing space.
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.
Which Advisors Have Loyal Clients — and Why?
Client loyalty is a key to advisors’ success. Here's how to keep it afloat.
Women, Money and the Confidence Gap
In recent years, banks, brokerage firms and fund companies have pulled out all the stops to make women more confident about money.
The Virtues of Growing by Design: 2014 FA Insight Study
A big difference exists between simply growing and growing well.
The Secret Sadness of Retired Men
As an advisor to retirees, you may be a witness — and sometimes an unwitting accessory — to lives whose joy is sapped by depression.