Is Mobile Technology a Threat to Advisors? It Shouldn’t Be
Here are some ways advisors can use mobile technology to up their game and strengthen relationships with clients.
Fiduciary Best Practices: Talking to the Mailman in Kansas City
While our Best Practices are crafted mainly to help investors evaluate financial professionals, they also serve a larger purpose.
Kahneman: Clients Driven by Losses, Not Gains
Advice from the father of behavioral finance on the perils of hindsight, the power of client regret and what really sets apart Warren Buffett.
How Advisors Can Reach Tech-Savvy Millennials
Here are some methods advisors can use to attract millennials, who are expected to have a net worth approaching $7 trillion by 2018.
Sallie Krawcheck: Women Are ‘One Helluva Market’
Krawcheck, speaking at the IMCA 2015 New York Consultants Conference, said that women are a larger emerging market than China.
Fighting Financial Exploitation of Seniors
Senators, SEC Investor Advocate Rick Fleming and NASAA ponder whether new laws and programs could make it easier to report financial abuse.
Client Prospecting in 2015: 4 Steps to Success
To take your prospecting to a deeper level, begin by categorizing and finish by blocking and tackling.
FSI Boosts Lobbying on Federal, State Levels
With 10 staffers working the federal and state beats—and three more to be hired this year—the FSI is flexing its advocacy muscles.
Ultra-Wealthy Own $3 Trillion in Luxury Real Estate Assets: Report
Luxury residential real estate holds a special place in the portfolio of the world’s ultrawealthy population, according to a report by Wealth-X and Sotheby's.
The Institute’s Fiduciary Best Practices: What’s Missing?
Practices proposed by the Institute for the Fiduciary Standard are a great start, but can employee brokers really be expected to be fiduciaries for clients?