Nontraditional Families Open to Financial Advice: Allianz Study
The unique dynamics of nontraditional families offer advisors an opportunity to engage with a growing population that is underserved but often open to assistance.
CFPB Should Boost Consumer Data Protections: GAO
Republican lawmakers say that the CFPB is overstepping its boundaries with "unwarranted" and "unwelcome" intrusion into personal consumer information.
Wealth Protection a Growing Priority for Investors: Lincoln Financial
After the last few years of unpredictable financial markets, 58% of respondents in a Lincoln Financial Group study are reporting a strong need for wealth protection.
Global Billionaire Population at Record, With $7.3 Trillion in Wealth
Billionaires make up 1% of the world’s ultra-high-net-worth population, according to the Wealth-X and UBS Billionaire Census, yet they control 4% of wealth.
How to Connect With (and Keep) Female Clients: Kathleen Kingsbury
Advisor coach and former therapist Kathleen Burns Kingsbury talks to ThinkAdvisor about the gender differences many advisors don't understand.
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?
Liability Can Turn Off-Campus Living Into a High-Rent District
A four-year college degree is a costly investment, but the potential costs could grow exponentially once your child moves to off-campus housing.
Knut Calls Out the Brokerage Industry on Fiduciary Standard
Knut Rostad makes the case why a fiduciary standard for all financial advisors is more important than ever today.
Your Corporate Culture: The Party You Throw Daily
To build your corporate culture, approach it the way a professional party planner would.
7 Ways to Avoid Picking a Bad Advisor
If a veteran Wall Street Journal editor covering wealth management gets duped by his advisor, Eric Nelson says, what chance do ordinary investors have?