Meir Statman: What ‘Normal People’ Really Want From Advisors
Professor Statman talks about next-gen behavioral finance, how to manage clients’ well-being and why annuities can “emit the smell of death.”
Top 10 Firms Fee-Based Advisors Are Most Loyal To: Cogent Reports
Mutual fund firms with strongest advisor loyalty are “much less likely to be dropped.”
Team Building in a Global Market
In today's world, where so many businesses operate globally and demographics are changing rapidly, human capital has become even more important for companies.
Fighting the Big Profit Squeeze
Advisors and their partners are facing an extraordinary margin compression; here's how to fight it.
Performance Reviews Aren't Just for Employees
Are you meeting expectations — or exceeding them in a way that positions you for advancement?
Managing by the Numbers: Customizing Your Growth Strategy
When I introduced the first benchmarking study of financial advisory firms in 1991, I observed three things.
Trump Victory Changes Financial Services Leaders, Priorities
Donald Trump's victory in the presidential election is ushering in sweeping change across the financial services spectrum.
Is the DOL Fiduciary Rule DOA Under Trump?
Just as the industry was ramping up its compliance with the DOL's fiduciary rule, Donald Trump's surprising win could throw its viability into question.
The Fundamental Things Apply
Presidential contenders often temper their policies once in the Oval Office, a trend we’re already seeing with Mr. Trump.
What’s the Chance Schwab Will Buy LPL?
Industry consultants don’t mince words when it comes to a rumored merger of two large players in the financial space.