Wealth Think

For traditional Super OSJs to survive and prosper over the long term, they must begin to provide a more dynamic set of services to independent advisors – who increasingly are facing greater practice management, asset management and technology complexities.

American investors say they are looking for holistic financial advice from advisors with a financial planning certification, according to a survey by the CFP Board of Standards.

As low interest rates and sluggish loan demand continue to make healthy profit streams from traditional deposit and lending activities harder to come by at financial institutions, investment programs are increasingly viewed as a critical channel for generating non-interest income.

Let’s start with the basics: If you are not engaging people on social media as a financial advisor, it’s time to catch up.

We have all heard that the best way to have loyal clients and get referrals is to consistently exceed your clients' expectations.

Advisors are adopting new technologies to streamline processes and impress clients. But it's smart to have a backup plan in case the technology fails you, says solo advisor Dave Grant.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of RIAs have to say about some of the most popular overseas retirement destinations among their clients.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients.

Many advisors have been surprised, almost shocked, to learn how unprofitable the bottom 50%, 60% or even 70% of their client base actually is.

One recruiting advantage that banks enjoy is a “minor league” of sorts. Unfortunately, it’s ignored too often.