Seen and Heard: Get the Word Out to Get Women In the Industry
A 2012 report by the European Commission found companies with a gender-diverse board had a 42% higher return in sales, 66% greater return on invested capital and 53% higher return on equity.
Enjoy It While It Lasts
During my 30-year career as a financial journalist (wow: that's sobering), I’ve witnessed four major market downturns: in 1987, 1991, 2001 and 2008.
Run (Your Business) Like a Girl
Do women make better financial advisors? I don't know, but I can say with some certainty that female advisors do make better advisory firm owners.
Investing in Yourself
In our work with independent advisory firms, we have always stressed the importance of creating a solid foundation upon which to build a successful business.
10 Luxury Items the Super-Wealthy Must Have (and Insure)
Watch out: the cost of these high-end goods goes well beyond the sticker price.
Come Together (for Fiduciary Best Practices)
Knut Rostad's thoughtful white paper calls on the advisory industry to set fiduciary best practice standards.
The Death of the Rainmaker
The days of the rainmaker are over. From Angie Herbers, here are four steps to a client acquisition process that really works.
The 5 Traits of Great Client Service People
Remember, advisor-owners, great client service comes from great client service people. Here's what to look for.
New Hire Roundup: CFTC Names Goelman Enforcement Chief
Grace Vogel joined PwC’s financial services regulatory practice, and the Hedge Fund Association named three women to leadership positions.
Listen Up, Advisors: Only Fire Clients When It Makes Sense
You may have learned about how to fire a client, but not about the most important factors in this decision: hiring and timing.