Practice

Bring value on the very first contact. Bill Cates says it is a a simple concept that advisors often muddle. He offers three simple ideas to help provide value immediately to your new referral prospects.

Despite recent stock market gains, wealthy investors remain ambivalent about the economy.

Your clients need you. They really need you! A new report released by FINRA’s Investor Education Foundation shows why, and perhaps casts light on why financial planning has been ranked as one of the best careers.

The U.S. crackdown on Liberty Reserve is stoking fears that the government may effectively cut off digital currencies like Bitcoin as banks sever ties with businesses in this growing field.

Value is often difficult to quantify. When it comes to your jobs, how do you measure your value and overall impact?

Mutual funds attracted estimated inflows of $7.97 billion for the week ended Wednesday, May 22, according to data from the Investment Company.

Decision making is a major part of financial planning and the more advisors understand it, the better off clients will be.

Robeco Investment Management has named Kerry James as head of institutional distribution, effective June 1.

This was one initial public offering that Nasdaq executives sure didn’t “like”.

It took four years of dreaming, and nine months of late nights and hard planning, but now it’s real. Dave Grant is running his own RIA and he's taking us along for the journey.