When markets fall, will your clients remain calm or panic?
Advisers are dealing with a generation of investors who have never lived through a prolonged downturn.
Regulation is only part of the solution
Advisers should seek the highest level of professional competency, not for economic gain, but out of a sense of professional obligation to clients
How to invest in your strengths
Marcus Buckingham, who co-wrote the seminal management book on leadership “Now, Discover your Strength” (Free Press, 2001), recently asked financial advisers who attended the Investment Management Consultants Association's annual conference to imagine what it would be like if their practices were built around the adviser's strengths