Sallie Krawcheck: Women Are ‘One Helluva Market’
Krawcheck, speaking at the IMCA 2015 New York Consultants Conference, said that women are a larger emerging market than China.
Fighting Financial Exploitation of Seniors
Senators, SEC Investor Advocate Rick Fleming and NASAA ponder whether new laws and programs could make it easier to report financial abuse.
Client Prospecting in 2015: 4 Steps to Success
To take your prospecting to a deeper level, begin by categorizing and finish by blocking and tackling.
FSI Boosts Lobbying on Federal, State Levels
With 10 staffers working the federal and state beats—and three more to be hired this year—the FSI is flexing its advocacy muscles.
Ultra-Wealthy Own $3 Trillion in Luxury Real Estate Assets: Report
Luxury residential real estate holds a special place in the portfolio of the world’s ultrawealthy population, according to a report by Wealth-X and Sotheby's.
The Institute’s Fiduciary Best Practices: What’s Missing?
Practices proposed by the Institute for the Fiduciary Standard are a great start, but can employee brokers really be expected to be fiduciaries for clients?
Why Sorting Clients by Age, Gender Is a Mistake
There are much more effective ways to segment your client base to better meet every individual's needs.
DIY Investing on a Growth Tear
Self-directed investment is growing much faster than the rest of the market, and online platforms' user bases are getting more diverse, a Scivantage study found.
Tell Your Clients: Stocks Won’t Go Up Forever
The human brain is naturally wired to want to invest more in top performing assets and to pull out of assets that have performed badly.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...