As the global economies continue to become more diverse and interlinked, so do the needs of wealthy and worldly clients.

Gen X and Gen Y investors account for one-third of all Americans with more than $100,000 in investable assets, up from 20% in 2010.

A winning marketing strategy takes more than understanding your target market, creating a value proposition that will attract ideal clients, communicating well, and delivering on your promises. It takes courage. That's one reason why so few business owners, including financial advisors, are effective marketers.

When Atlanta-based Ronald Blue & Co., one of the country's largest RIAs, was building its internal succession plan, the company’s CEO hit upon a necessary precondition. “You have to have a mission that’s compelling enough to make sure that your clients are taken care of after you are gone,” says Russ Crosson, the company’s president and CEO. “The firm is bigger than any one individual.”

The average production at wirehouses is 40% higher than that of banks, and yet those advisors don't have an existing customer base. Why is that?

How to craft a business strategy that will keep you on track in the New Year.

With four different generations in the workplace, communication is an essential skill for working with high-net-worth families.