How to Talk to Clients: Tips From Pollster Frank Luntz
The Republican pollster and business consultant says advisors should always choose words that focus on the client, not their business.
Kitces to Advisors: Don’t Fear Robos
Technology, not robo-advisors per se, is transforming the advisory business, says industry blogger and wealth manager Michael Kitces.
Flat Fees in the UK: Different Country, Same Lame Arguments
Exploring the notion that paying a onetime commission for "advice" is less costly than paying an annual AUM fee.
Free College Tuition Plans Sprout in States as Feds Could Cut Aid
Get ready for potential changes in the college funding arena at the federal and state level, some good and some bad for borrowers.
Head of Fidelity’s RIA Business to Depart
Bob Oros is set to leave the clearing and custody post he's had for the past five years at the end of January.
Janus Advisor Guide: Beware of Correlations, and Other Investment Tips
Janus Funds’ 2017 Wealth Advisor’s Guide identifies the intended and unintended risks of advisors’ asset allocations in their model portfolios.
The Best & Worst Performing Airlines in the World
FlightStats’ yearly list rating international airlines for on-time performance.
Forget Doubling Your Business: Why 10x Growth Is Actually Easier
Strategy coach Dan Sullivan says a simple mental trick can help advisors increase their business dramatically.
Rising Student Debt Among Seniors Threatens to Wreck Their Retirement
The CFPB reports that nearly 40% of borrowers 65 and older, a fast-growing segment of student-loan debtors, are in default.
Overcoming Mental Mistakes That Limit Your Firm’s Success
We create the boxes that limit our thinking; here’s how to break your self-imposed barriers to success.