Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
8 Bitcoin Tax Facts to Know
By Emily HolbrookAre you advising your clients correctly when it comes to their investments in cryptocurrencies and the IRS?
December 20, 2021
Asset Managers Have New Rules to Play By: BNY MellonClients expect seamless, user-friendly interfaces and social media capabilities in their investment platforms and strategies, research found.
December 20, 2021
There's 'Never Been a Worse Time to Retire': Ron Surz"The target-date industry is failing people," says the industry veteran, who offers specifics on how advisors can help clients.
December 20, 2021
10 Most Searched Financial Terms by U.S. InvestorsHere are the abbreviations Americans understand the least, judging from what they searched for the most.
December 20, 2021
Innovator Capital's Bruce Bond Weighs In on Risks, Opportunities in an 'Uncertain Market'The PowerShares co-founder also explains how financial advisors can be a "clear voice" for clients in the face of volatility.
December 15, 2021
Why Women Must Be Part of Planning MeetingsAbove all, women want to work with financial advisors who respect them and the important roles they play in their families and businesses.
December 08, 2021
Why Educating Clients Is Critical to Advisors' SuccessJacob Gold, a professor and third-generation financial planner, explains the value of helping others boost their financial literacy.
December 07, 2021
The 8 Questions You'll Get at Holiday Parties This YearOnce people know you're a financial advisor, you're likely to get some interesting questions. Here's how to answer them.