by Eric Rasmussen
The advisors at JMG Financial Group decided they had to tear up their organization and start over if they were going to have a future.
by Philip Palaveev
Hundreds are going on in the advisory business, but doing them successfully is a challenge.
by Mary Rowland
Laura Schilling has opened a firm staffed with stay-at-home moms.
by Roy Diliberto
Eight reasons clients look to change relationships.
by David Lawrence
Every advisor should consider niche strategies to differentiate himself.
by Mark Hurley
Acquisitions and mergers often fall apart because the business owners
are inexperienced. The successful firms share certain traits.
by Corey Rosen
Offering equity compensation in limited liability companies is easier than you might think.
by Jerilyn Klein Bier
In-person visits are still the best way to learn
a client’s needs.
by Jeff Schlegel
Advisors working with dying clients need both financial acumen and human compassion.
by Joel Bruckenstein
Fidelity’s new virtual desktop allows advisors to access
more applications than most others.
by Alan Lavine
Gold prices have fallen, and many investors
are rethinking their allocations.
by Marla Brill
Managers are using many strategies to protect against
the prospect of rising interest rates.
by Marla Brill
Strong stock picks have helped this fund
beat the majority of its rivals.
by Gail Liberman
Will U.S. real estate rebound in the long term?
by Marie Swift
Tiburon Summit attendees comment on criticism from consumers.
by Mark Just and Richard Hawk
It’s critical for financial advisors to build
relationships with new lawmakers.
by Jeff Schlegel
Cerulli Associates says financial advisor headcount will decline through 2016 at a compound annual rate of 1.2%.
HighTower Advisors expects its newly announced HighTower Network, its broker-dealer/custodian affiliate, to land its first several teams of advisors who will not be equity partners with the firm over...
A recent survey conducted by LinkedIn and Cogent Research found that nearly 90% of the mass affluent––defined as people with investable assets between $100,000 and $1 million––are active...
by Jeff Schlegel
Savant Capital Management has launched an online platform designed to attract new clients around the U.S. and to serve them remotely with all of the services that existing clients get.
According to a Legg Mason study, there’s a disconnect between investor expectations for income and market realities.
More M&A deals were completed in the first quarter, but total assets under management involved declined significantly.
