Women Invest Like Men but With a Key Difference, Study Finds
Capital Group’s survey of women shows confidence in their investment decisions but not necessarily the power to execute.
The Ear of the Beholder: Words Clients Hate, Words Clients Like
A Chubb research project found that it’s not what you say to prospects that matters; it’s what they hear.
Best Practices for Salespeople Who Work at Home
Putting your feet up and staying in your pajamas are both ways to sabotage your productivity when telecommuting.
Commonwealth CEO Upbeat on DOL Fiduciary, ‘RIA-zation’
Wayne Bloom and other execs highlight the growth of the firm’s indie advisors at a national event in San Diego.
Oranj Launches Free Wealth Management Software Product for Advisors
The MAX offering includes model portfolios and funds from BlackRock, Direxion, Morningstar, ETF Securities and Frost Investment Advisors.
Largest Women’s Symposium Ever, Yet Percentage of Women Hasn’t Budged
Michelle Lynch described the process of getting more women into the industry as “organic and slow.”
As Advisors Jump Into AI, Experts Warn About Data
Thought leaders in the field urge firms to use caution about the quality of the data and algorithms being put into use.
4 Ways to Run Your Business Your Way ... and Succeed
Young leaders (and others) should take this advice on improving their business leadership.
LPL Makes Retirement Plan Push With FAs
Retirement Partners head Bill Beardsley and national sales chief Andy Kalbaugh are hoping to bring more LPL reps and ex-NPH advisors into the fold.
Think 7% Returns Are Coming Back Anytime Soon? Think Again.
Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPA’s annual conference.