Diversity: Equal Opportunity or Equal Recognition?
I find it remarkable that some people are still talking about the uniqueness of having a person of color or a woman in a position of leadership.
Annuities’ Alphabet Soup: Choosing the Best Option
Case studies demystify the merits of SPIAs, DIAs and GMWBs.
Finke: Putting Millennials’ Finances Into Focus
One of the problems with creating generational cohorts is that we’re tempted to focus on stereotypes. Here's what the data show about millennials.
How to Build a Wirehouse Team That Works
Collaborative practices are a prevailing trend at the largest firms; here’s what advisors are learning on the front lines.
Advisor Fire Drill: Client Hand-Holding in a Crisis
Preparation is key to calming your clients amid trouble.
The Importance of Listening, Looking, Learning
In your professional and personal life, how do you get started, build and maintain success?
Yes, Investment-Vehicle Selection Affects Firm Growth
Many firms miss opportunities to scale their practices because of their one-size-fits-all approach to the selection of investment vehicles.
5 Things to Know About Business Expense Deductions
What should taxpayers know about handling business expenses? ThinkAdvisor's ALM sister service, Tax Facts Online, takes a deeper dive for answers.
The Advisor’s Journey to CRM Success, Pt. 8: Templates, Checklists & Workflows
These three tools can overcome the variation in process that poses a significant challenge for advisory firms.
5 Questions Every Firm Should Ask About DOL Fiduciary Rule
Preparing for the fiduciary rule change now will hopefully reduce the time spent on compliance issues later, Nationwide Financial COO Kirt Walker says.