How to Attract More Female Advisors and Clients
This challenge should be top of mind for financial advisory firms, according to some panels at this week's FPA annual conference.
6 Personality Traits of the Wealthy and Successful
Author and financial editor Jean Chatzky discusses what she found from researching 5,000 wealthy and successful people.
Redtail Launches Text Messaging Solution for Advisors
Less than 10% of advisory firms currently use texting to communicate with their clients.
Regulators Issue Joint Investor Bulletin During World Investor Week
Securities regulators on six continents are participating in the investor education and protection event.
Trump Tax Reform Plan Could Roil Small-Business Retirement
While many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients’ retirement planning options.
‘Meaningful Changes’ to CFP Standards Proposal May Come Soon: Aikin
The head of the board of directors of the CFP Board said those changes could be decided at its November meeting.
Focus on the Ground Game
After a 5-year streak of stock returns averaging over 14%, focus on “winning the game” for your clients rather than keeping up with the S&P.
‘You Should Be Fired’: Sen. Warren Rips Wells Fargo CEO
“At best you were incompetent, at worst you were complicit,” Warren said to CEO Timothy Sloan, who was testifying before the Senate.
Follow the RMD and Your Clients Won’t Go Broke in Retirement
Craig Israelson, executive-in-residence at Utah Valley University's financial planning program, offered up advice at the FPA annual conference.
Coach Fulmer: 6 Ways Advisors Can Build Winning Teams
Growing trust in business is not all that different from coaching college football, according to Phillip Fulmer, former head coach at Tennessee.