Portfolio

From gender inequality in the financial planning profession to the expansion of financial education and wellness programs, here are the most notable quotes from the past week's stories.

Advisors who are good communicators have clients who are more compliant and give more referrals. Understand how to manage three important types of conversations.

As a CPA turned planner, Jean-Luc Bourdon focuses on tax-efficient income and other elder issues.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

With nearly $400 million in assets, the trio will bring their new firm's assets to roughly $1.3 billion.

Hashtags make it easier for advisors to stay on top of industry developments and contribute to larger conversations taking place.

As interest rates edge up, advisors should understand which asset classes fare best during times of higher inflation.

Later this week, we'll unveil our annual Top 20 Program Managers. In the meantime, we're proud to present our debut of The Next 20. These program managers ranked 21 through 40 in our final analysis.

As interest rates rise, new funds offer new ways of managing fixed income portfolios.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.