Curian Survey: Advisors Surprise on Interest Rates, Social Media
By John SullivanA survey of 2,000 advisors found that advisors are optimistic about the economy compared with previous years.
June 02, 2013
Cambridge Rebounds After Death of Key ExecutiveDuring a wide-ranging discussion at its Premier Club Conference in Colorado, CEO Eric Schwartz and President Amy Webber talked about the loss and how the firm is handling it.
May 31, 2013
Word to the Wise Advisor: Play More GolfNine holes on the golf course could go farther to solving your clients financial problems than a workaholic frenzy of data crunching, according to an advisor who spoke with AdvisorOne after a morning round on the putting green.
May 31, 2013
Video Games May Hold Key to Future of Financial PlanningThe game's score will act like a credit score. The number of points the client is able to acquire will tell them how well-prepared they are.
May 30, 2013
Added-Value Programs Leave Advisors WantingFinancial advisors do value financial firms value-added programsthey just want the firms to add more value. That is one conclusion of a new study examining advisor attitudes on the plethora of programs.
May 30, 2013
Secret to Life Revealed—by Orchestra Conductor at FPA NorCalBenjamin Zander, conductor of the Boston Philharmonic, delivered a humorous, inspiring and at times madcap presentation titled The Art of Possibility at the FPA 2013 NorCal Conference.
May 27, 2013
The 2013 IA 25 Slideshow: CEOsAs the leaders of major firms in the industry, these people could be fairly called the epicenter of influence.
May 24, 2013
Ignore the Talking Baby and the Green Line, eMoney Advisor Warns InvestorsA YouTube video by eMoney Advisor takes aim at the argument that investors should make their own financial plans by following green lines and listening to talking babies.