Why Advisors Fail to Land Hot Prospects
You’ve got a crack at a multimillion-dollar account. You go in there with everything you’ve got. And you lose the opportunity. What happened?
Playing the Long Investment Game
In geology, vast time horizons unveil big changes, and in investing, they offer powerful leverage.
Hispanics Seek More Financial Knowledge
Growing up with little to no financial education, Hispanic investors today say they are hungry for more investment knowledge, according to a Wells Fargo survey.
Who’s Afraid of the Stock Market? Not JPMorgan’s Kelly
JPMorgan Funds chief global strategist David Kelly debunks market "misperceptions" and calls on all cash hoarders to "get invested in something."
SEC Busts 2 for Bilking Terminally Ill, Blind Seniors
The SEC fined one broker for his role in an annuity scam involving the terminally ill and another for stealing from blind and elderly clients.
4 Next-Gen Advisors Reshaping the Industry
These four young advisors are not mere rookies. They are tech-savvy, forward-thinking professionals who know how to attract a new generation of wealth creators.
Finke: Is the Time Right for REITs?
Since their epic fall in the Great Recession, REITs have rebounded big time. A fresh look at whether they make sense in a modern portfolio.
Top 10 Best-Paid Fundraisers at Nonprofit Organizations
Upward of two dozen fundraisers at nonprofits earned more than $500,000, and two earned more than $1 million in 2011, The Chronicle of Philanthropy found.
The Real Key to Harnessing Technology
Financial advisors need to remember that technology is simply an enabler: You must first set up your business to accommodate it—then reap the rewards.
Top 25 Best Cities for Millennials to Live
For financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.