3 Keys to Giving Client Gifts With Maximum Impact
The power of a properly executed gift can never be underestimated.
New Tech Scam Warning Shows How Vulnerable We Are
Clients — or advisors themselves — might fall prey to a new, clever telephone fraud.
How to (Legally) Settle Disputes With Clients
These are the essential points in resolving a client dispute without suiting up for court or arbitration.
The Myth of Beating the Market
What can you offer clients that’s distinctive and more likely to help you “win” over the market than picking outperforming stocks?
How President Trump’s Conflicts Can Help RIAs
The issues around the president's conflicts of interest can serve as a wake-up call to clients unaware of their broker's conflicts.
What Morgan Stanley, Wells Fargo and Merrill Lynch Have in Common
For one thing, they are all examples of why investors need independent advisors.
How to Use Social Media Like Donald Trump
Thanks to social media, the Trump campaign could effectively target supporters and scale successful strategies quickly while keeping costs to a minimum.
When it Comes to Financial Literacy, Fintech Is Dropping the Ball
Americans face serious challenges because we’re doing a terrible job of managing our money, personally and as a nation.
4 Questions Next-Gen Advisors Must Ask When Offered a Partnership
Your life will change when making a career change to junior partner. Be sure you know what it entails.
Flat Fees in the UK: Different Country, Same Lame Arguments
Exploring the notion that paying a onetime commission for "advice" is less costly than paying an annual AUM fee.