Stop Talking About Money
Hey, advisors: You need to understand your clients' life goals before you can help them on the financial ones.
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High-performing firms are almost twice as likely to effectively describe target client profiles to clients and centers of influence. more »
Check out four big shifts that should have a significant impact on the financial advisory industry in the coming year. more »
Celebrities are the types of clients many advisors only dream of working with. At one firm, these clients -- and the advisors who serve them -- are getting increased attention. more »
How your client can avoid capital gains tax on stocks and lower their tax bills. more »
When Debra Wetherby started her investment advisory firm in 1990, she was 32, just married and had less than $50,000 of capital. more »
A new UBS/Wealth-X report reveals where the ultrahigh-net live, how they made their money and what they need now. more »
As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is. more »
Planners offer their guidelines for helping wealthy clients accomplish more good with their money. more »
Use these practice management approaches to give yourself an edge over the competition and help you attract ideal clients for years to come. more »
Female financial planners heard several smart ways to expand their practices, develop specialties and better help each other and their clients at SourceMedia's Women Advisors Forum in San Francisco. more »
"If you think you have no special needs clients, you probably are not asking the right questions,” says Mike Walther. more »
New tech-driven startups have upended the financial advice market. Now they just have to get through the coming shake-out. more »
35 Great Schools for Financial Planning
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