Referral alliances with CPAs, attorneys or other professionals are one of the top ways affluent investors are introduced to their financial advisor, according to the Oechsli Institute’s 2015 Affluent Investor Research. So how do elite...

A mini Ric Edelman? | Copyright Oli Scarff, Getty Images Ric Edelman’s “exponential technology” strategy for investment management is now a BlackRock ETF.  The new iShares Exponential Technologies ETF (nysearca:XT) began with the Edelman Finan...

The next time someone tells you his or her firm has a special culture, speak to the advisors and look carefully at their results.

The key to creating a thriving culture is to clearly identify, and then instill, the philosophies that define your firm.

Dear Abby...

The E.F. Hutton name is back, again...

Creating a lasting and impressive digital experience for investors means more than showing up in search results with a shiny new website

The plan revolved around two simple daytime activities that would be executed twice a week during work hours

Every elite financial advisor at some point has been a low-revenue advisor. However, we’ve witnessed financial advisors, through a focused commitment of energy and resources, attain elite status in a relatively short period of time. We&rsquo...