Financial Freedom Fighters: Moving From Income to Wealth
Planner Deborah Owens is helping women and minorities adjust to the "new financial normal," where much financial responsibility lies on them.
Why I’m Happy With eMoney
With clear, concise help from a dedicated trainer, I'm hooked—and I just found out about Touchpoint.
How Family Wealth Management Teams Can Target Family Businesses
If your family wealth team isn't reaching out to other family businesses, you're missing a big business development opportunity.
Another Politician Wants to Ban Insider Trading
Three bills are being introduced in Congress to re-forbid insider trading. The Himes bill does the least violence to existing law.
Look Beyond the Advisor News and Noise to Harness the Headlines
Yes, you need to stay informed, but you also need to know what's really relevant to your business.
The Hidden Reason Revenue Bonuses Don't Work in Advisory Firms
Our data suggest that to find the culprit for why these bonuses don't work, you should look not at your employees but in the mirror.
Dear NAPFA: Don’t Take a Position on a Political Issue...
...unless it's on financial issues affecting markets, the economy or clients' well-being. Indiana's Religious Freedom Restoration Act doesn't pass that test.
Are You a Tax-Savvy Advisor?
Three steps to help lower your clients’ blood pressure, and yours, during tax season.
The Robo-Advisor Battle Gets Personal
The public trash-talking among Schwab, Betterment and Wealthfront is entertaining, but I think our industry would be better served by a return to civil debate.
SEC Chair Wants Activist Fights to Be Nicer
M&A lawyers and bankers want to know what the SEC is going to do about various activist fights. Chairwoman White's speech offers a few clues.