Kathleen Burns Kingsbury
December 13, 2013
Financial institutions need to tread lightly; it's very easy to miss the mark when offering loans and related services to women.
December 12, 2013
Here's how to help clients maximize both the charitable and tax benefits of any donation.
Joe Carpenter and James Poer
December 10, 2013
Advisors who add corporate services such as deferred compensation, executive benefit programs and defined contribution or benefit plans to their menu of services, serve business owners and executives better. They also differentiate themselves and boost revenue.
December 3, 2013
Joining a branch can provide the benefit of a built-in continuity or succession plan, in addition to the many economies of scale afforded by sharing overhead and resources.
November 26, 2013
The booming stock market rally of recent years makes now a prudent time for advisors to revisit what we learned about modern portfolio theory and apply those lessons -- before we find ourselves in the middle of another down cycle when mistakes snowball.
November 25, 2013
It's clear that the underserved female market represents a remarkable opportunity. But how can advisors reach out to this market and speak more effectively to female clients and prospects?
November 6, 2013
As the standard-setting body for CFP professionals, the CFP Board has a critical role in shaping the financial planning profession. Along with the FPA, it has laid the foundation for the past 25 years for the recognition of financial planning and it has worked admirably in enforcing the standards for CFP professionals. …
November 4, 2013
The segment may be ready to equal or even surpass its high-net-worth peers in appeal to the financial planning industry.
November 1, 2013
All worthwhile endeavors require a solid understanding of the advantages and potential pitfalls. Becoming a bank financial advisor is no exception.
October 30, 2013
There’s a major misperception of what a buy-and-hold investment strategy is, but it's what you buy and hold that makes all the difference.
October 27, 2013
Women are earning more, inheriting more and controlling more wealth than ever before. This is a huge market awaiting every financial advisor, if he or she understands some key points about working with female clients.
October 24, 2013
Clients often walk in the door with an idea about how they’d like to leave their assets. It’s an advisor’s job to help them understand issues they may not have considered.
October 7, 2013
With the size of the exchange-traded product market expanding rapidly each year, it is important for advisors to understand exactly what they are purchasing.
October 4, 2013
Change is coming faster than ever for the bank channel with disruptive technologies and social media altering the landscape in banking and elsewhere. Here are some ways to keep up and enhance your presence online.
Greg Salsbury Ph.D
September 3, 2013
If you have clients who are struggling with the regular investment goals you’ve designed for them, and just can’t seem to understand where the problem might lie, it could be time to ask this question.