GOP Blasts User Fees Plan, Tells SEC to Boost Exams Now
By Melanie WaddellReps. Hensarling and Garrett give SEC Chairwoman White a Dec. 5 deadline to detail how agency will reallocate resources.
November 25, 2014
9 TED Talks Every Financial Advisor Must WatchThe ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!
November 24, 2014
4 Tips for Earning Credibility as a Young ProfessionalMy career in financial planning began almost a decade ago.
November 24, 2014
A Financial Planning Christmas CarolA cautionary tale about the future of this profession. Beware, ghosts abound!
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.