Banco Popular de Puerto Rico

Through extensive trial and testing, TopTenREVIEWS narrows it down.

Are you searching for a little inspiration? Maybe something to push your team a little harder? Check out the list created by Impact Books.

Advisors face two major challenges in today’s environment: intense competition for client assets and pressures on profitability. Kelly Coughlin of GlobalBridge says that unified managed accounts have evolved to provide a solution to both challenges at once. But how can advisors use UMAs to expand their business?

A study of million-dollar producers conducted by Peak Advisor Alliance indicated that 10 key activities accounted for approximately 75% of their average week. Steve Sanduski, the author of our new blog, “The Prosperous Advisor,” examines these activities and why they are so critical.

For three days, almost just over 500 and 75 exhibitors came to Weston, Fla., for the T3 Conference. Mike Byrnes of Byrnes Consulting sent some images highlighting the event (including looks at his favorite talks, one booth’s crazy attire and the best evening party.)

A recent study indicates that 49% of consumers share content online at least once a week, with 86% being shared through email. Email sharing even beat out Facebook (49%) and Twitter (4%). By marketing your content via email, you tap into a great opportunity to create valuable content that your recipients will want to share. Our new technology blogger, T.J. Gilsenan examine how.

The financial services industry can be a great career choice but unfortunately, a lot of new advisors never make it past the first couple of years. Advisor Keith Weber discusses some tips to help young advisors.