We all want to give exceptional client service.Unfortunately, the belief that superior service must include instant access can be detrimental to both you and your clients.
kasina released its annual ranking of fund providers that it says offer the most engaging and substantive web experience for advisers.
Has technology robbed you of your free time? Maybe it's time to pare down and at least limit the tech tools you take on vacation.
Gen Xers and Millennials approach financial advice differently than their parents. Advisers need to learn what makes them tick to hold onto the family's assets.
With a shortage of advisers facing the industry, the cost to keep them will continue to go up, Fidelity's Waldemar Kohl said. The median compensation cost per lead adviser has grown to $174,000 this year from $165,000 in 2009, according to numbers presented at the conference. And personnel costs make up about 70% of adviser expenses.
A group of veteran Morgan Stanley managers has broken away from the wirehouse to form a partnership with Raymond James to offer equity ownership and succession planning to advisers.
Anyone who thinks they have busy days should listen to Chris Pollard's tale. This Regent Wealth Management Group financial adviser spent a year activated in the Army National Guard as a budget analyst by day — while serving his 100 advisory clients at night and over the weekends.
Cerulli study forecasts a drop of more than 25,000 advisers by 2017, most from wirehouses and broker-dealers. The problem? A lack of new recruits.
Recent moves point to building momentum after year and a half of sluggish action
Financial firms asked to shorten the time it takes to recover from an emergency.
Advisers encouraged to increase disaster preparedness following Superstorm Sandy
Arizona group of about 40 financial advisory practices joins LPL. The network's founder is looking to add 50 new offices next year.
Tradeweb deal will combine technology and services from BondDesk and Tradeweb Retail to create a rebranded Tradeweb Direct retail fixed-income division.
