9 TED Talks Every Financial Advisor Must Watch
By Chyna DamaThe ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!
November 24, 2014
The SEC Is BrokenA decades-old law and the origin of new commissioners stymies consensus building and rulemaking at the Securities and Exchange Commission.
November 24, 2014
Buying High, Selling Low: Are You Ready for the Next Downturn?During market run-ups, many advisors tend to run their firms as if the market will rise forever. It doesn't have to be this way.
November 21, 2014
What Stresses Out Advisors Most?While stress runs high, advisors report high levels of joy in their work, according to a survey by Adhesion Wealth Advisor Solutions.
November 19, 2014
RIA Beacon Pointe Is 65% Female, by AccidentDiversity was happenstance, says founder and partner Shannon Eusey, but more women led to more female clients.
November 13, 2014
Advisor on Mission to Make Clients—Yours and Hers—HappierDonna Skeels Cygan teaches clients to invest in joy, not just stocks; gives away her referrals; and wants advisors to spread happiness to their clients.
November 13, 2014
New Hire Roundup: SIFMA Elects New Board OfficersMeanwhile, global law firm Ropes & Gray announced that Debra Lussier has been promoted to a partner in the firms private investment funds practice
November 11, 2014
Schwab Impact 2014 in Pictures: Bettinger, Bernanke and (Not) BushWith record attendance and high-profile speakers, Schwabs annual shindig for its RIAs delivered.