Lisa Shidler
Thanks, but no thanks. That's the message a wary U.S. military is sending to financial advisers who want to offer free financial planning to active-duty servicemen and women.
Just like some home sellers who resort to a fresh coat of paint to enhance their home's “curb appeal,” financial advisers can take steps to help their practices sell faster and for a higher price.
A new rule aimed at making the financial advisory business more understandable to clients is giving advisers a headache.
A new rule aimed at making the financial advisory business more understandable to clients is giving advisers a headache.
Genworth Financial Wealth Management Inc. has appointed Eaton Vance Investment Managers as a portfolio strategist for its client accounts.
If there were a “Dress for Success” guide for financial advisers, its take-away message well might be: Dress the way your target market believes you should dress.
The days of advisers wearing a suit and tie to the office every day are long gone, but most reps still try to maintain a professional — if more casual — feel. That means khakis, dress pants and button-down shirts are in. Jeans are still out.
More affluent Canadians are flocking south for the warm winter sun and cheap real estate deals
Financial advisers who live by the maxim “the early bird catches the worm” might want to think twice before getting a head start on making the switch to state registration.
Financial advisers are bulking up their resources — and bracing for client complaints — as they prepare for the Jan. 1 deadline to begin complying with new cost basis rules.
