A Conference's Message: To Reach the Next Level, Ask the Right Questions
By Timothy WelshAt Affiliated Advisors’ recent Advance gathering, conversations centered on asking "Who?" instead of "How?"
July 14, 2025
The Most Educated Cities in America: 2025WalletHub ranked 150 metro areas on educational quality and attainment.
July 14, 2025
American Portfolios to Pay $1.75M for Overbilling, False Compliance ReviewsAmerican Portfolios overbilled on alts, failed to disclose payments to an affiliate BD and backdated compliance reviews, the SEC said.
July 14, 2025
Bitcoin Soars Past $120,000 as Congress Starts 'Crypto Week'With assets like stocks back around record highs, they cryptocurrency has resumed its push higher.
July 12, 2025
Navigating Between Conflicting Client GoalsPart of your job is helping people set priorities.
July 11, 2025
Court Rejects Part of Frozen DOL Rollover RuleThe judge accepted the argument that one rollover transaction cannot start an "ongoing advice relationship."
July 11, 2025
When a Client's Child Gets Married, It's Time to TalkPlanning around the happy day presents an opportunity to include adult children in the advisor-client relationship.
July 11, 2025
Older Men Are Doing This One Unexpected ThingMany older women are doing the same, according to new MIB Group life insurance application activity data.