Updated Sunday, April 20, 2014 as of 11:59 AM ET

Advisors: Reframe Retirement for Clients

Wayne Badorf
February 14, 2014

Don't ask when clients want to stop working, instead ask what they want to do next, says one practice management expert.

Love & Marriage: 4 Rules for Client Prenups

Tracy Craig
February 13, 2014

A smoother prenup process can ease clients' embarrassment and protect their financial well-being.

Wealthy Clients With Young Kids: What Advisors Should Know

Stacey Haefele
December 19, 2013

Wealthy investors with young children share a number of key characteristics, needs and values that set them apart. Make sure you understand them.

3 Tips for Advising Same-Sex Couples

Kathleen Burns Kingsbury
October 24, 2013

With recent changes in marital laws, more gay couples are seeking the counsel of financial advisors to help them navigate the complex legal and financial landscape that comes with being in a same-sex partnership.

Are Your Clients Costing You?

Chris Kirby
August 13, 2013

Many advisors have been surprised, almost shocked, to learn how unprofitable the bottom 50%, 60% or even 70% of their client base actually is.

The Myths About Men and Money

Kathleen Burns Kingsbury
August 6, 2013

There are plenty of myths about women and money and it's important to bust these myths wide open. But people also have misconceptions about men and money. Here are just a few.

Ultra-Short Bond Funds Offer Yield and Limit Duration Risk

William Belden
August 5, 2013

The search for yield has been a persistent and vexing challenge for anyone charged with managing money. But what are the options?

Helping Your Clients Set Financial Limits with Their Adult Kids

Kathleen Burns Kingsbury
July 23, 2013

Your clients need help understanding and gaining insight into what makes it so hard to set financial limits with their children before they can curtail or slow down this behavior. Questions aimed at the underlying motivations are much more effective than showing them scary charts and graphs.

Quick SEO Tips for Financial Advisors

Maggie Crowley
July 22, 2013

Two key factors come into play in order to improve your advisor website’s SEO: off-page SEO and on-page SEO. Off-page SEO refers to optimization strategies outside of your website’s design. The biggest element in off-page SEO is getting other quality websites to link back to your site. On page SEO consists of strategically placing your most important keywords within the content elements of your actual pages.

Fighting Elder Care Abuse

Danny Ludeman
July 16, 2013

When Wells Fargo Advisors held a conference to discuss elder financial abuse, it seemed at times like nearly every one of the 200 people in attendance was personally acquainted with a family member or friend who has been victimized. But Danny Ludeman, the CEO of Wells Fargo Advisors, write that perhaps that’s not surprising, given the scope of the crime and the rate at which it’s growing.

Going Independent? 11 Questions Wirehouse Advisors Should Ask

John Stuart and Mag Black-Scott
July 5, 2013

When wirehouse brokers consider shifting to independence, they need to weigh a lot of factors and ask a lot of questions. John Stuart and Mag Black-Scott of Beverly Hills Wealth Management provide 11 questions that should be top of mind before making the move.

Advising Couples over the Lifecycle

Kathleen Burns Kingsbury
July 1, 2013

As a financial advisor working with couples, it is important to appreciate the lifecycles of a couple and how you can help your clients during each phase of their lives together.

7 Steps to Attracting Women Clients

Kathleen Burns Kingsbury
June 25, 2013

Women are a growing economic force. They currently control the majority of wealth in the U.S. and are estimated to receive approximately 70% of the $41 trillion in intergenerational wealth transfers over the next several decades. It makes good business sense to learn how to attract and retain these economically powerful female clients.

5 Best Practices Advisors Need to Know

Neil Smith
June 20, 2013

Advisors must embrace the latest trends and advancements, or risk falling behind. Check out five best practices for the advisor of the future (and the present.)

10 Tips for Successful Transitions

Jon Beatty
June 18, 2013

The process of switching to independence does not happen overnight. Here are 10 steps to consider when making the move to the RIA segment from Schwab Advisor Services.


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