United Capital’s FinLife Partners Reaches $3B in Less Than a Year
The wealth management operating system is an answer to consumers' desire to have digitized financial services.
Addressing the Shortage of Millennial Financial Advisors
The need for an infusion of young financial advisors is urgent and immediate, but there are hurdles when it comes to recruitment.
Right-size your practice and quiet the noise
Ultimately, we all need to get ourselves healthy; financially, physically and emotionally. That way, we’re in a great place to dispense prudent advice.
Are you wasting money on customer experience?
The vast majority of customer experience improvement programs launched by insurance providers will fail, according to a recent study by Avaya.
Raymond James Names New Head of Financial Institutions Group
The group has 725 independent advisors based in more than 200 banks and credit unions.
Wake up, Dave Ramsey: Your math is flawed
Bad math can make something completely wrong sound completely right. That's why financial nerds (like this columnist) are repelled by Ramsey and those like him.
March Madness: How to Move Your Value Prop to a Higher Bracket
Your real competition isn’t the market, it’s other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
How to make term life insurance do more
By using more creative approaches that capture a client’s interest and imagination, advisors can deliver what clients want at a lower cost.
Texas judge denies emergency request to block DOL fiduciary rule
Plaintiffs failed to satisfy four factors required to obtain an injunction pending appeal.
The science of effective communication
You may think of conversation and communication as an art, but it turns out that the keys to effective communication are firmly rooted in science.