3 Rules for Clients to Build a Healthier Relationship With Money
As advisors, you can help your clients develop stronger financial thinking by learning these three rules, and helping clients to incorporate them over time.
How to Comply With DOL’s Best Interest Standard of Care
The DOL fiduciary rule’s best interest standard of care will impact advisors’ advice on IRAs on both a macro and micro level.
5 Steps to Successfully Talk About Fees With Clients
As daunting and taboo as discussing fees with your clients might be, it is a vital component of forging a lasting bond.
Advising Clients in the H1-B Visa Program: a Valuable Niche
Michael Solari helps multinational clients in the H1-B visa program navigate the challenge of planning their financial futures as U.S. citizens.
A CFP’s View of the CFP Board on Wall Street
A reader shares feelings about how the CFP mark is misused by unscrupulous financial professionals.
9 Ways to Create a Culture of Cybersecurity
The biggest stumbling block for RIAs when it comes to guarding against cybersecurity breaches is not technology-based, it's a people problem.
The Advisor’s Journey to CRM Success, Pt. 11: The Benefits to Firm Growth
In revisiting the steps along the way to CRM Success, you may have realized that the journey never really ends.
How Content Management Can Help Advisors Handle DOL Fiduciary Rule
Enterprise content management systems reduce the cost of compliance, automating the capture, secure retention and retrieval of content like client documents and social media posts.
First Steps When a Client Couple Divorces
To begin, don't try to be a referee. And don't be hoodwinked by what appears to be an amiable split: Divorce is heart-wrenching.
Yes, a Six-Figure Income Means You’re Affluent
The mortgage interest tax deduction is largely a subsidy for the affluent, and if your household makes over $100,000, that means you, Justin Fox writes.