Advisor strategies

The last government shutdown highlighted how many Americans ignore basic planning lessons.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

When they get jittery about stock swings, their worries create a huge opportunity for advisers. Here are actions to take right away.

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Studies have shown an I.Q. can drop 10 to 12 points while attending to electronic messages, an expert says.

The independent broker-dealers born during this fraught year have thrived. Now, however, their role in creating today’s independent advisor threatens their ability to survive another half-century.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

“I did it for the LOLs,” advisor Doug Boneparth says of his newly launched advisor-focused T-shirt business.

Leave this bad influence back where it belongs — in high school.

Think of it also as charisma, personality or magnetism. This seemingly elusive trait means these advisors light up a room when they walk into it.

InvestmentPOD now has the backing of Mariner Wealth Advisors, Covenant, and Brighton Jones.

Mapping out their cash flow and identifying existing and potential problem areas are good places to start.

Whether measuring performance against the market or a client’s own goals, the industry needs accountability.

When a prospect asks, “So, what do you do?” the next 30 seconds can change your future. Or not, depending on how you answer.

When a prospective client asks, "So, what do you do?" you have 30 seconds to make a great impression. Here's how to respond.

Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.

Many advisors feel like they don't have a compelling personal story, but they probably do — they just have to discover it.

Here's four reasons your business might be struggling and what you can do about it.