It’s often not easy to separate reality from myths and untruths—and this is especially true in the independent space. As one of the relatively new models in the wealth management landscape, it’s often subject to headlines and hearsay.

FINRA opens small firm helpline, advisors are better off putting their phones away and how to help the UN raise money for Sustainable Development Goals.

Millennials are stepping up their savings game, Fidelity recognized for its digital user experience and Kestra names Kris Chester its new COO.

Tim Buckley kicked off the Inside ETFs conference this week with a dire warning for those in the audience—embrace the inevitable fee erosion around asset management, or face extinction.

HNW clients want advisors they trust to engage their families in conversations about more than portfolio performance.

The depth of your grief is dependent on the attachments you had.

Technology and family drive young investors’ advisory decisions, but gifts are still very much appreciated.

Start simple, like suggesting to meet for a cup of coffee.

As advisors, we have a responsibility to help temper our clients’ emotions, both on the downside as well as the upside.