Practice

Happiness is a choice, according to Shawn Achor, author of "The Happiness Advantage", and for advisors, it may be a key to increased productivity and client satisfaction.

Advisors who don't prepare their firms for demographic changes, regulatory uncertainty, and succession planning are setting themselves, and their firms, up for failuae.

Most planners do a lot more than select investments. So how do you measure the value of providing financial planning?

RidgeWorth Investments is beefing up its sales team with the addition of Christopher Danos, Scott Goldberg and Mallory Carr.

In 2012, 36% of all participants in Vanguard retirement plans invested their assets in a professionally managed investment option, more than double that did so in 2007.

Athens, Ga.-based Stadion Money Management’s family of actively managed risk-based and target date retirement funds have found a new home on the Mid Atlantic Trust Company’s platform.

When you launch your own RIA everything matters. Even the color pink.

Globally, women are more economically powerful than ever before. Kathleen Kingsbury write that, despite this financial influence, many women still struggle to express their personal power in the workplace.

To generate more high-level referrals, Bill Cates suggests advisors try hosting a simple, targeted educational seminar populated by clients and their friends.

Janney continues to emphasize its focus on the Southeast with the addition of two former Stephens advisors in Columbia, S.C.