7 Reasons Women Make Better Money Managers Than Men
By Bernice NapachHaving more female money managers is a smart diversification strategy, author Meredith Jones says. Here are some reasons they often outperform.
June 03, 2015
SEC Warns of Advisors Duping Investors With Fake CredentialsThe SEC warned investors Wednesday to perform thorough background checks and brought two actions against advisors for falsifying credentials.
June 01, 2015
The 2015 Broker-Dealer Reference GuideOver the 35-year history of Investment Advisor, the brokerage industry has seen monumental changes.
June 01, 2015
Thriving in Tomorrowland: How Advisors Can Adapt to ChangeForty-five years after Alvin Toffler warned us of future shock, four experts suggest how to prosper in today's tsunami of change.
June 01, 2015
The Benefits of Reverse MentorshipAge sometimes begets hubris, a state of exaggerated self-confidence based on the belief that one has seen it all. As the abridged quote from Proverbs says, Pride goeth before a fall.
May 28, 2015
529 Plans: The College Savings Tool Most Families Don’t Know AboutAbout two-thirds of families don't know what a 529 plan is, according to a recent survey. Here's what your clients should know.
May 28, 2015
Talk of FINRA as Advisor SRO Rears Its Head AgainA Republican on the House Financial Services Committee said at FINRA's annual conference that he would "explore" legislation to give FINRA advisor exam authority.
May 27, 2015
Mark Tibergien: Wisdom, Candor and Leadership—The 2015 IA 35 for 35The leader of Pershing Advisor Solutions uses humor and wit to encourage advisors to do the right thing.