American College Launches New Wealth-Management Certification Program
The curriculum focuses on how investments can be used to meet the goals of individual investors, according to Dean Michael Finke.
Two Ways to Solve the Talent Shortage
The issues facing the independent advisory field require collective action.
FINRA, Herbers Offer 2 New Educational Opportunities for Advisors
Angie Herbers rolls out Beyond U for online training, while FINRA partners with Georgetown to offer a regulatory designation.
SIFMA Sees SEC Fiduciary Rule Proposal Within 18 Months
The lobbying group takes SEC Chairman Jay Clayton "at his word" that the rule is a top priority, CEO Ken Bentsen says.
Hiring Remote Workers Can Reduce Advisors’ Cost
Remote administrative services are a cost-effective way to enable you to spend more time building your business, rather than managing it.
Good Client Experience Really Is About … the Clients
Prospects and clients should feel that your firm was created to serve clients just like them.
Benefits and Roadblocks to Blockchain Adoption by Wealth Management
Given blockchain’s potential significant impact, many firms are beginning to dedicate resources to understand and integrate this technology.
Celebrity Advisor David Bach Launches ‘Business in a Box’ for Advisors
If your advisory business today has “below $25 million in assets ... you will be out of business in five years,” Bach told ThinkAdvisor.
3 Quick, Valuable Lessons for Advisors
The financial advice profession has plenty of complicated stories. What advisors need is tangible lessons that can be easily recalled.
How America’s Top Wealth Manager Delivers the ‘Ultimate Client Experience’
Jeff Erdmann, named America’s No. 1 wealth advisor by Forbes, and his 33-year-old partner, Tony Carpentieri, tell ThinkAdvisor how they keep their ultra-wealthy clients loyal.