Some simple truths

In today’s digital age, it is an absolute mistake not to use online tactics to grow your assets and get new customers.

Most advisors would love to call themselves “elite,” placing them in the small cadre of advisors that do the right activities the right way and are seeing phenomenal results. But what exactly does this exclusive group look like...

More often than not, personal likability and trustworthiness rate much higher than professional knowledge alone.

Stock picking = monkey business? | Copyright Keystone, Getty Images Forget picking stocks and stick to passive, index-based funds, says Princeton University professor Burton Malkiel on ETFFunds.com. “A blindfolded monkey could select a portfolio...

As we enter 2015, the S&P 500 is likely to be up over the last year (up 10 percent as of Dec. 11, 2014). Accordingly, affluent investors are more optimistic about their family’s financial situation despite concerns about taxes, health...

Registered investment advisor firms spend, on average, 2 percent of their total revenue on marketing and business development, excluding the cost of a marketing staff if they have one, according to the 2014 Fidelity RIA Benchmarking Study. And...

I was thumbing through my mobile LinkedIn newsfeed the other day and noticed something that caused me to both laugh and wince at the same time (and grab a screenshot of course). In the example below, Michael changed his LinkedIn profile to refle...

There is no retirement crisis in America, writes Ramesh Ponnuru, for Bloomberg View. Instead, it's all a matter of how you decide to interpret the data. While the National Institute on Retirement Security's recent report stated that 84 percent ...