Divorce

A client engaged us about three months ago. But based on the time we’ve worked together, I do not enjoy or like him.

Having counseled numerous clients through the retirement process, I realized there was a missing piece – purpose! To be happy, retirees need something meaningful to wake up for every day. Here are some resources – paid and unpaid – to let them do that.

To understand how generational gaps impact your marketing strategy, we’re diving into the digital media that can be used to connect with prospects in different age groups.

Vivek Ramaswamy’s new book, Woke, Inc.: Inside Corporate America’s Social Justice Scam, is addressed to what he believes are the evils of corporate America adopting a ”woke” posture and taking it upon itself to enforce woke-ness.

I’m all for showing generosity with prospects – until it crosses the line. Be on your guard for the five things prospects do and avoid getting played like Nintendo.

The next time you apply for a job, how would you feel if the person doing the interview asked to see your Uber rating?

When American Campus Communities Inc. announced the signing of a $1 billion sustainability-linked credit line in May, its executives decided to take a victory lap.

Companies that have gone public in the last two decades have had few minorities on their boards, a new report finds.

Creating a special advisory board will foster a better understanding of the questions facing seniors as they plan for retirement.

Unless your planning contemplates the negative physical and mental health ramifications of widowhood, which include “psychological distress, physician visits and institutionalization, and higher rates of morbidity and mortality,” it’s not comprehensive.

With so many new challenges to take on and the same number of hours in the workday, how can financial advisors efficiently and effectively master the art of presenting virtually? Here are my four top tips.

After tens of thousands of years of living at a subsistence level, how did the world suddenly become so rich?

Advisors tell me that my research into neuroscience and decision making has helped them close prospects and grow their practices. But its most profound impact has been from conversations I’ve had with my wife.

When we talk about workers going back to their offices, the goal for most people is to return to the normal routines of life. But there's at least one group of former office-dwellers who are viewing the return as uncharted territory: parents who had their first child during the past 18 months.

A summer surge in Covid-19 cases is complicating return-to-campus plans for U.S. colleges, particularly for schools in undervaccinated areas or where state laws bar them from implementing key mitigation measures.

Until I did the research for this article, I didn’t realize there was something called the “damsel in distress” syndrome. It’s technically defined as, “where you feel compelled to ‘rescue’ your partner, often at your own expense.”

He continues to participate in sessions (mostly held in the early afternoon) and he seems at best distracted, at worst under the influence.

Community is the most important resource in your toolbox, especially for female financial advisors.

Here are 12 types of clients who have recently established DAF accounts with the assistance and encouragement of their financial, legal, tax advisors.

Here are a few important tips to take full advantage of adding video marketing to your strategy in a way that will drive leads and sales.

No advisor has ever gotten into the profession because they were passionate about compliance.

Several misconceptions about going independent leave advisors fearful about making their next career move.

Federal Reserve Chairman Jerome Powell says controlling inflation expectations is key to achieving the central bank’s twin goals of price stability and maximum employment.

As predicted by theory, increased investor demand has resulted in higher returns for public stocks with good environmental, social and governance (ESG) characteristics. Unfortunately, that means future returns will be lower for those stocks. New research confirms that this is also the case for private “impact” investments.

Medicare isn’t a “one-and-done” deal. You need to revisit the conversation regularly depending on the time of year or certain events to ensure it is still in line with your clients’ needs and budgets.

There is a significant difference among the members of social media platforms. If you’ve seen little ROI from social media, you are spending too much time or money on the wrong platform.

Claiming Social Security too early is economically equivalent to delaying claiming, withdrawing $100,000 from a portfolio, and setting it on fire.

Warren Buffett is getting out from the middle of a potentially contentious split.

What are some best practices for onboarding new team members in the advisory practices you see?

Dan Ariely is one of the most famous behavioral economists in the world. And in his latest act, he's attempted to apply his research to investing.

Americans are shedding their masks, buying concert tickets and booking vacations like it’s 2019. But there’s one thing that’s doesn’t appear to be going anywhere as the pandemic fades: remote work.

I’m making a bold claim: Data should be the top driver of your marketing strategy.

As droves of women left the workforce last year, those who managed to hold onto their jobs made 84% of what men earned, according to a Pew Research Center report released Tuesday.

To see growth in your clientele as an advisor, here is my list of email marketing trends.

The entrepreneurial culture and meritocracy of the wealth management is what makes this profession unique. But have you ever wondered what we could learn from other industries?

Every aspect of a marriage should be built on mutual trust, love, and respect. But as an attorney, I’ve counseled countless victims of financial abuse who have experienced none of these qualities.

A great advisor has natural comprehension, intuition, empathy, and compassion. That is why women make exceptional financial advisors.

Whether your planning approach involves three, five or seven pillars, it is likely you are missing the top financial concern for Americans: health care.

Fear of rejection ranks high, but there’s more than one way to get referrals.

I am one of five partners at an advisory firm and the only female. I get paraded out whenever there are important prospects or firm-wide client events.

Joe Biden took the riskiest step of his presidency with a call for higher taxes on the wealthy to fund a massive investment in the nation’s social safety net, betting he could sell the American public on sweeping change following a pandemic that exacerbated economic and social divides.

I have paid close attention to the lack of simplicity in the lives of my advisor clients and those around me for more than two decades.

U.S. college enrollment dropped to the lowest level in almost two decades last year, as the pandemic shut down schools and persuaded students to put their academic plans on hold rather than pay large sums to attend online-only classes.

As the pandemic slammed the Black community and amplified the conversation around racism in America, the economics profession grappled with an uncomfortable truth: that its historical roots and practices today are mired in systemic racial bias.

Our nation’s major divisions are wealth and health inequality. Protracting both divisions are voters who want more benefits or lower taxes. I offer actuarially based solutions to both inequalities.

A string of recent court decisions have accepted sex-based discrimination claims by male students after their schools sanctioned them for harassment or assault, potentially complicating plans for a complete overhaul of former Education Secretary Betsy DeVos’s campus sexual misconduct regulations.

There’s a single question that nobody asks. It’s one that unlocks immense value not just for your brand, but also for the entirety of your business.