Samantha Allen

A new addition has helped Focus Financial Partners, the largest partnership of independent wealth management firms, further develop its New York presence.

Classic investment style boxes are out and themes are in, Burt White, LPL Financial’s managing director of research, told advisors.

Don’t cry over spilled milk. Learn how to make the most of your mistakes.

Cetera Advisor Networks has added a new four-person advisor team to its Virginia region.

Share your thoughts on engaging women clients. Is it different?

Tales of professional athletes facing financial ruin are all too common. Whether it’s squandering millions or getting swindled by shady business and investment consultants, some athletes’ wealth falls as quickly as it rises.

What type of investments do you avoid? Do your clients understand why?

Are you neglecting women clients and their specific needs in the financial planning process?

You’re great at talking to clients, right? Now make that skill translate for the camera.

As a tool for advisors, Riskalyze is new to the scene. The original risk profiling product was meant for individual investors, but a professional version specifically for investment advisors was recently launched.

It would be impossible to plan for the succession of your practice in one day, but that doesn’t mean we’ll ignore it in our daily tips. After all, you have to start somewhere.

An article on the topic Tuesday generated a lot of buzz on Twitter and resulted in an interesting discussion about best practices for financial advisors when communicating with wealthier clients.

You’re a financial advisor, not a technology expert -- or at least you shouldn’t have to be. But you and your staff need to feel comfortable with the technology platforms that are vital to your practice.

The collective voice of independent financial advisors just got a little bit louder.

Should you give all of your clients the exact same level of service? Even if you wanted to, would it be best for your practice?

Changes in the independent advisory industry, shifting demographics and advances in technology make the ability to communicate your value critical to your success, according to Tom Nally, president of TD Ameritrade Institutional.

When it comes to ultra-high-net-worth investor, more money means they want to remain more hands on.

You aren’t the only one who is swamped during the day. There are bound to be people you can’t reach.

A new mobile application from Peak Advisor Alliance aims to revolutionize the client-advisor relationship.

Think about how much you appreciate a handwritten thank-you note. Now turn that courtesy into a regular business practice.