Five questions to determine if you have an effective strategy to serve your target market
Video conferencing, text messaging and more robust online services will define the way advisers interact with clients in the future.
You can keep your personal finances from taking a back seat to the transaction, but your window of time is limited after you sign a letter of intent
Much has changed in the past two decades when it comes to long-term-care options and how to fund them. Baby boomers and subsequent generations will need to plan for long-term care in a different way than their parents in light of factors such as longer life spans, the uncertain future of entitlement benefits and rapidly rising medical costs.
Financial advisers often ask me how they can persuade their clients to delay collecting Social Security benefits.
Advisers can make time and save time with outstanding mobile apps to help them fit social media into their busy schedules.
But this stark contrast between business and structured enjoyment reveals something really important about the culture in which we operate.
Key points every adviser should keep in mind when considering to buy or not to buy.
The window of opportunity to work with accountants on tax planning for this year is open, but not for long.
Advisers don't have to be divorce experts to help clients take these necessary steps
Follow these six steps to make sure you adequately address the needs of grieving clients
Now that you've made the decision to form a revenue-sharing relationship with an accountant, attorney, a P&C firm, or a bank/credit union professional partner, you are undoubtedly thinking about the first steps you should take in establishing this new relationship.
Though the trend of CPAs seeking financial advisory licenses does exist, many successful CPAs believe partnering with top financial advisers is their best way to bring optimum services to their clients.
There are other, more effective approaches to helping clients realistically assess their risk tolerance
A cost-benefit analysis of a new regulation came up short when it only counted dollars. Then, regulators asked how much more a young child's life is worth.
