It’s Complicated: Exploring the Advisor-Client Relationship
Financial advisors are to a person’s financial life what physicians are to a person’s physical life. But it's much harder to argue with a physician.
Bruckenstein, Welsh to Offer Top Tech Tips for Advisors
Nov. 2 webinar will highlight what IT insiders think about CRM, cybersecurity and other issues influencing financial advisors and their business-growth plans.
12 Pieces of Advice for Divorcing Clients and Their Children
If your client is separating from their spouse, help them keep their children from becoming casualties.
How Advisors Really Use Morningstar Fund Ratings
A recent Wall Street Journal investigation found the ratings have a limited value, but most advisors already knew that.
Why Words Matter to Clients
Our research found that certain common words and phrases are turn-offs to the HNW individuals that advisors are trying to attract.
Morningstar’s Good and Bad 529 Savings Plans in 2017
Morningstar has upgraded ratings for six 529 college savings plans and downgraded ratings for three.
More Retirement Plans Add Auto-Enrollment, Auto-Escalation Features
A survey by Alight Solutions covering nearly 10 million employees and $775 billion in assets found an increase in these savings-boosting strategies.
4 Facts About the World’s Billionaires
Billionaire wealth — as well as the number of billionaires — grew in 2016, according to UBS and PwC.
Who Wins, Who Loses in Defeat of the CFPB Anti-Arb Rule
Like many battles in Washington these days, the Senate vote against the CFPB rule pits consumer groups against financial institutions and their representatives.
Complex Client Chats Could Be Untangled by Speech Software
Gridspace says its analysis software, from SRI Speech Labs, would eventually fit the needs of the financial advisory space.