In an interview in early May, Focus’s new CEO, Michael Nathanson, acknowledged that he and Buckingham CEO Adam Birenbaum were ...

We have a similar problem with the phrase “financial wellness.” Conventionally framed as managing daily finances, protecting ...

That said, like every other new thing that comes along in this profession, the subscription planning model has been a wee bit ...

The first of five Florida cities to make it into the Top 10, St. Petersburg’s position was secured by the city’s landing seventh in the business environment ranking. It also claimed a strong entry as ...

Helping Clients Achieve Their Vision Of Success You have an excellent opportunity to organically grow your business by taking a holistic approach to client success—asking investors what that means to ...

And one of the more disciplined yet often overlooked approaches to giving is one that involves a client’s values, their hopes for the future and thoughts about the legacy they’re leaving as well as ...

We’re often on the lookout for things to improve our marketing, whether it’s expanding our social media presence, creating better websites, or finding better ways to communicate with clients.

Let’s say you’re my client, and that I know your name, your address, your Social Security number and other account numbers. I know the whereabouts of those accounts and the balances within them. I ...

Bank of Montreal shares plunged on loan-loss concerns, prompting analysts at Scotiabank to respond that “the ‘higher-for-longer’ rate scenario is a reality.” It “appears to be impacting credit ...

"Clients are on board with their advisor’s vision, as well: 60% of recently independent advisors said their clients were immediately aligned with their plan, while 46% of considering advisors expect ...

Institutional investors have grown tired of paying fees to hedge funds for what they see as “skill-less returns.” Roughly two dozen pensions, endowments, sovereign wealth fund ...

Raymond James has added a financial advisor from Virginia who managed $125 million in client assets for Edward Jones. Industry veteran Brad Blaisdell, president of Blaisdell Wealth Management in ...