What Will Be Your Legacy?
A long-ago boss often reminded us that our business obligations extended to five constituencies: our clients, our employees, our community, our business partners (vendors and suppliers) and our industry.
Welcome to the World of Online Financial Advisor Reviews
The SEC’s decision to let advisors use customer reviews could be extremely beneficial for top-rated advisors’ bottom lines, as other industries’ experience has shown.
8 Steps for a 2015 Portfolio Cleanup: Morningstar’s Benz
The mutual fund expert shares her latest tips for paring portfolios laden with too much "stuff."
LinkedIn Yields Next-Gen Wealth Transfer Clients
Advisors are using LinkedIn to successfully reach younger wealth-management clients, says the National Bank of Canada and Hootsuite.
Financial Planning Meets Therapy in New Grad Offering
Kansas State University is now offering a certificate in financial therapy that integrates psychological elements with personal finance.
Financial Planning Programs Clamoring for Latina Students
Young Hispanic women have been the "star performers" in William Paterson's financial planning degree programs and are highly sought after by other schools.
Seen and Heard: Get the Word Out to Get Women in the Industry
Pershing's Kim Dellarocca, consultant Angie Herbers and others on how to boost the number of female advisors.
3 Investments Retirees Should Avoid: Morningstar's Benz
Some assets can add volatility, expenses and stress to retirement portfolios (with little upside).
3 Investments Retirees Should Avoid: Morningstar’s Benz
Morningstar's Christine Benz warns that some assets can add volatility, expenses and stress to retirement portfolios, with little upside.
FELA Combines Financial Literacy, Behavioral Finance for Better Outcomes
Most financial advisors seeking to cultivate long-lasting relationships with their clients are incorporating the principles of behavioral finance into their practices.