Practice

Twitter just turned seven, Facebook nine and LinkedIn 10. That’s old in Internet years. So what’s taking the finance industry so long to join the party?

Advisors have a lot to consider when working with Generation Y clients, but it’s a two-way street.

Here's one uncomfortable stat for advisors: 90% of assets transferred to the next generation don't stay with the existing advisor. When it comes to your roster of clients, how do you plan to change that?

Despite the quick growth rate of the financial advisory industry over past 10 years, female advisors haven’t been growing at a comparable rate, according to a study on the gender disparities of the sector.

Gen Y clients may be the next frontier for financial planning, but their low investable assets and risky retention rate aren’t all advisors should be thinking about.

When it comes to retirement, baby boomers are favoring lifestyle choices over wealth preservation, bucking the traditions of the generations that came before them.

The best elevator speech starts with why you do what you do and briefly covers what you do and whom you serve best. Beyond that, Matt Matrisian suggests advisors expand their thinking to create an effective conversation.

For all the hype surrounding social media sites as the next great marketing channel for advisors, a panel of industry leaders warned that the jury is still out on what role tools like Facebook and Twitter will ultimately play in financial-services firms.

The Chicago-based platform provider and outsourcing firm unveiled Envestnet Intelligence, a new content and analytic offering for advisors at its annual Advisor Summit conference in Chicago.

Women and men are equally likely to save for retirement and almost as likely to calculate how much they’ll need.