Practice

A lot of time, effort and money is spent on discovering if a prospective team member will “fit” and determining if a new member’s personality or behavior will be complementary to those already on the team. Ken Haman examines what "team harmony" really means.

Keeping in touch with clients on a regular and timely basis is crucial. Whether you're facing market swings or macro issues, if you aren’t in front of your clients with information, they’re probably on their way to you with questions.

Many financial service firms are targeting women as their economic power increases. The best way to market your practice to any demographic is by providing high-quality services. However, it is also prudent to have a marketing strategy that speaks to your ideal clients and clearly articulates how these clients can benefit from hiring your firm.

Advisors who have embraced social media as an important component of their marketing and service toolbox must monitor and manage the content they distribute. Social media archiving solutions bridge the gap between public social media platforms and the advisory practice.

Rapidly changing technology offers new ways for advisors to connect with clients. That makes it an exciting time to be in business, but it also means it’s critical for advisors to adapt.

Make a better first impression: In an increasingly digital age, there’s no excuse for ignoring one of the most important tools you have.

House Republicans plan to vote Jan. 23 on a three-month extension of U.S. borrowing authority in an effort to force the Democratic-led Senate to adopt a budget plan.

You’re more than halfway through a month of working on your practice. Today, your task is simple -- and hopefully it will renew you for the remaining tips to come.

Fidelity Investments has closed off one of its funds to new investors.

It all started with Goldman Sachs, which began publishing the daily market value of the assets held in its money market mutual funds in the United States on January 9.