SSGA Challenges Gender Disparity on Corporate Boards
If a company fails to take action to increase the number of women on its board, SSGA will use proxy voting power to influence change.
What HNWs Want That Advisors Aren't Doing
A new CFA Institute study highlights steps advisors can take to close the gap between what they offer and what HNW clients want.
Fidelity Names David Canter to Head RIA Channel
Fidelity’s practice management executive will replace departed Bob Oros; Matt Chisholm to assume Canter's duties in consulting and practice management.
Since one of my main jobs is to deliver to you the news and analysis you need, I read plenty of surveys about advisors.
Seeking Help: How Not to Work With A Business Consultant
With the stock market rising while advisors face margin compression and increased competition, more firm owners are turning to business consultants.
3 Client Engagement Styles Advisors Need to Understand
Facing margin and fee compression, independent advisors today are looking for ways to differentiate themselves.
The Valuation Conundrum
With more motivated sellers than qualified buyers, how much is your advisory firm really worth?
Thinking Millennial: How to Woo the Largest Generation
Feel the ground trembling underfoot? It's the largest generation in American history thundering into the economy.
Millennials: Who Are They and What Do They Want?
After graduating from college at a rate surpassing all previous generations, millennials tend to consider themselves smart consumers, adept at Googling whatever they want to know.
Clara Shih: How to ‘Work Smarter’ on Social Media
“You can’t just post and post” on social media, Clara Shih says; going a little deeper can help “ensure that robo-advisors don’t take over.”