Anthony Iannarino: How to Win Clients and Influence Prospects
Sales guru Anthony Iannarino talks to ThinkAdvisor about how advisors can be effective salespeople. (For one thing, pick up the phone.)
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in Them
Condor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.
Financial Planners Play Therapist to Paralyzed Liberals
Post-election, advisors find themselves playing political therapists for distraught progressive clients, coaxing them to stick to investment plans.
Financial Advisors Voted Overwhelmingly for Trump: FSI Poll
Financial advisors favored Trump over Clinton by a ratio of more than 3 to 1, according to a post-elction poll from FSI.
How Wealthy Americans Spend Their Money in These 14 Categories
A Spectrem study finds some spend more than $100,000 on everyday and luxury items.
Wells Fargo Pushes to Settle Claims Over Fake Accounts via Arbitration
Customers are suing the bank for millions plus punitive damages.
Technology Critical to Meet Increasing Compliance Burden
Regulators are using technology to crack down on financial services firms; advisors should use the same technology.
How Employers Can Help Solve the Retirement Savings Problem
Employers need to increase incentives and ease-of-use for employees to participate in work-based retirement savings plans.
Despite Threats to DOL Rule, Advisors Urged to Finish Compliance Efforts
IAA’s Neil Simon says advisors should be prepared by the April deadline despite the uncertainty.
Capital One to End Commissions in Advised IRAs
The brokerage firm, which has roughly $25 billion of assets, makes the move in response to the DOL fiduciary rule.