Lorie Konish previously worked at On Wall Street magazine, where she won a Neal Award for her cover story on advisers working with clients with mental illness. Prior to that, she covered life science venture capital investing at Dow Jones and interned at the Associated Press in Buenos Aires, where she learned to dance the tango. She enjoys running and traveling. She Tweets at: @LorieKonish
Fourth annual awards program recognizes firms for excellence in practice management, financial performance.
Advisers and other professionals took to Twitter Friday to share their reactions and advice.
Social media has transformed the way we do business, and the way clients and prospects find and engage with their advisers.
The client relationship management software could be considered one of the most important tools for financial advisers, acting as a jumping off point for advisers throughout the day, but in research released by Forrester Research, there may be too many options.
Top practice management experts discuss how advisers need to get ready for the changes the next 10 years will bring.
Tips for what advisers can do to build awareness of who they are, what they do and what they represent.
The Women Adviser Summits will be held May 6 in Chicago, July 14 in Washington and Nov. 5 in San Francisco.
From changing client needs to new regulations and technologies, top leaders weigh in on where the industry is going
For the third of a series of special reports on the Crossroads the financial…
