Asia Martin

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Beacon Pointe's Growth Recipe Has No Room For 'Jerks'

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The RIA consolidator has taken a steady, careful approach to its mergers and acquisitions.

Debunking Myths About Advice And The Black Community

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Two advisors attack myths about serving African-American clientele.

Cetera Makes Room On Board For Genstar Directors

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Genstar Capital, a private equity manager, bought the broker-dealer for over $1.7 billion in July.

Merrill Kicks Off 10-City Tour On Personal Finance For Women

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Women lead different financial lives, say two Merrill studies.

Advisors Serving Military, Immigrant Families Win FPA Diversity Scholarships

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The FPA awards four advisors merit scholarships for their efforts to diversify the profession.

The CFP Board And Wharton Launch Client Psych Course

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The CFP Board and the Wharton School have created a client psychology course for finance professionals.

Ron Carson Says Be A Battleship, Not A Sailboat

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The Carson Group founder told advisors how to navigate future currents at the FPA’s national conference.

Want To Boost Number Of Clients? Use These Techniques, FPA Says

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Be a "behaviorist" says the Financial Planning Association, to boost your client number.

Five Tools To Upgrade Your Social Media

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Social media strategist Crystal Washington shares a few easy-to-use tools for creating content.

Financial Words Your Clients May Not Understand

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Do your clients eyes glaze over when you mention these terms?

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