Wealth Think

With the passing of Dodd-Frank, the SEC is paving the the way to adopt a uniform fiduciary standard for broker/dealers and investment advisors. Barry Glassman of Glassman Wealth says that there's no feasible way for brokers to uphold the same fiduciary standard to which RIA are held. He writes, "for them to come under the fiduciary standard as it currently exists, their businesses would have to split up into so many micro pieces that it would be disastrous for them." But the alternative, as it is being proposed, is for the very meaning of the fiduciary standard to change.

Happiness is a choice, according to Shawn Achor, author of "The Happiness Advantage", and for advisors, it may be a key to increased productivity and client satisfaction.

Today we say that to be a canary in a coal mine is to be a warning to others. I couldn’t imagine a more fitting analogy then to say Japan is the canary for the U.S. And, fellow coalminers, Japan has stopped chirping.

It can be difficult for new hires to excel in the planning industry. As a consultant to advisors, Top Advisor Coaching founder Matthew Halloran offers his take on what's happening with new recruits and what advisors need to consider.

When you launch your own RIA everything matters. Even the color pink.

Globally, women are more economically powerful than ever before. Kathleen Kingsbury write that, despite this financial influence, many women still struggle to express their personal power in the workplace.

To generate more high-level referrals, Bill Cates suggests advisors try hosting a simple, targeted educational seminar populated by clients and their friends.

From not giving up your audit too soon to wise words from Pershing's Mark Tibergien on creating a human capital strategy, here are some of the smartest things we learned at this year's INSITE conference.

Like star athletes, advisors can experience “imposter fear” – worrying that their success is owed to luck and somehow they’ve fooled others into believing they are skilled professionals. Jack Singer, an advisor coach and sports psychologist, offers insights on how advisors can overcome this fear.

An advisor who has worked for other advisors and now runs his own firm offers mangers tips on how to better supervise new hires in response to a recent blog post.