How do you gauge your firm's productivity? Don't underestimate the power of leveraging your CRM solution to help gather key performance metrics such as time spent per client, client turnover and more.
For a married couple, the right Social Security claiming decision can increase lifetime benefits by $100,000 or more.
A growing body of research shows that positive thinking plays a bigger role in our behavior and success than you might think. But negative thoughts and emotions have their place, too, and can aid in solving certain kinds of problems.
Unless your child qualifies for financial aid, admission to a top school means you'll be paying full freight -- merit-based financial aid is gone.
A new <InvestmentNews</i> survey finds that while advisers are still cautious, confidence in their clients' retirement is strong
SEC Commissioner Daniel Gallagher's proposal that RIAs be required to hire third-party examiners to audit their operations shouldn't be rushed.
Today's menu: Risk is on! Plus: Nasdaq 100 nears 13-year high, Yellen sees housing trouble but can only watch, treating homeownership like a real investment, where money managers are made, and Congress proves to be the sweetest gig of all.
Companies eager to “de-risk” their long-term pension obligations are expected to increasingly offer voluntary one-time lump sum payments to former employees as an alternative to a pension's stream of lifetime income.
After an extended trip to France, Sheryl Rowling answers the question: Is it possible to work remotely for a month?
The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days.
The startup's latest debut follows a successful New York launch
Robo-advisers will “change the way that my business needs to operate,” Fortigent co-founder says.
House would be next to take up the bill, which could help financial advisers' clients
The fund giant's online advice platform is viewed by some as a threat, but others see it as complementary. Trevor Hunnicutt reports.
Although Roth IRAs have been available since 1997, changes in recent years to the U.S. tax code have made these retirement savings accounts more popular than ever. Here, with apologies to the Bard, are some pointers for advisers.
RCS Capital continues to expand its reach into financial services, hiring Todd Snyder and John Kearney, widely considered the top due-diligence analysts for alternative investments and nontraded REITs.
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.
Five-year rally restores $14 trillion to U.S. equity values, helping push participation rate of working Americans to 40-year lows.
Checkered history, lack of regulation among reasons to be wary of virtual currency, agency says.
