How Advisors Can Turn Market Volatility Into a Positive
Some answers to this critical question—What does an advisor need to do during volatile times to keep clients invested?—while showing your superiority over robo-advisors.
Americans’ Financial Satisfaction Highest Since 2007: CPA Group
But Brexit may mean more pain for consumers going forward, AICPA says.
When Fear of Firing Leads to Fear of Hiring
Advisors are sometimes reluctant to hire the additional staff they need out of fear that they’ll have to let them go in case of a business setback.
Is Your Business Prepared to Handle Disruptions?
The DOL fiduciary rule has been seen as a roadblock, but RIAs are a step ahead.
How to Handle Client Setbacks: Advice From 6 Industry Gurus
Anyone in the planning business knows the humbling adage, “Man proposes, but God disposes.” Or more colloquially, “Stuff happens.”
Your Clients Are Less Financially Literate Than You Think
Lack of financial literacy is “quite pervasive across all income ranges,” says Sarah Newcomb of Morningstar.
Selling Fiduciary Advice to Confused Investors
Ron Rogé's early '90s fee-only campaign inspired hundreds of articles in the mainstream financial press about the benefits of fee-only advice.
Summer Travels That Include Peace of Mind
Summer is when my family takes vacations together, which is likely the case in your family as well.
4 Types of Affluent Gen Xers and Millennials and How They Invest
These four investing styles are common among younger age groups.
How an Advisor's Compensation Structure Affects the Client Relationship
Why a fee-based comp model is more beneficial to the advisor's company, the advisor and the client.