Alan Alda: How Advisors Can Communicate Better
The actor who played Capt. Hawkeye Pierce on “M*A*S*H” shared with ThinkAdvisor some indispensable advice for financial advisors.
Morgan Stanley’s 16,000 Advisors Get Algorithmic Makeover
Man-machine fusion may help firms avoid paying signing bonuses; new software to prod advisors with suggestions and reminders.
FINRA Named CFP Board CE Partner
Effective immediately, nearly 60 of FINRA's e-learning courses will be eligible for CE credits for CFP professionals.
Have You Ever Turned Down a Promotion?
What do we do when our expectations conflict with what our employees desire?
Don’t Let Your Business Control Your Life
Money and business are inherently selfish and will overwhelm advisors who lack direction.
How Two Friendly Rivals Formed HighTower St. Louis
Can two competing FAs merge practices without cramping each other’s style? Barbara Archer and Carol Rogers of HighTower St. Louis talk with ThinkAdvisor.
5 Ways to Discuss Fees on Your Website Without Scaring Prospects
Advisors have been notoriously wary of mentioning fees, but two factors have made that a bad approach: robo-advisors and millennials.
A 7-Point Checklist for Advisors to Protect Against Cyberattacks
Former Homeland Security Secretary Michael Chertoff offers his recommendations on how financial firms can prevent or limit the impact of an attack.
Fidelity Expands Managed Account Offering to Advisors, Recordkeepers
The offering is a personalized, customized solution for employee retirement accounts.
How Student Loan Companies Are Causing More Defaults
A CFPB study finds that many student loan companies fail to enroll high-risk borrowers in income repayment plans.