Most investors are attracted to funds holding high-yield securities, though significant assets are committed to investment-grade paper.

Financial advisors succeed by demonstrating to the most qualified prospects why he or she is more client-oriented, education-centric and better informed than the competition.

There are few other major financial decisions clients will make from such a clueless position.

If you insist on finding the perfect firm, you may be waiting for quite a while and miss out on a good opportunity elsewhere. 

Having a social relationship with affluent clients can pay off big. In fact, nearly half of clients who have a social relationship with their financial advisor have given one or more personal introductions to their advisor over the past year, acc...

Trust Me

If they want to be discovered by the new generation of investors, here's what advisors need to know.

Skeptics were easy to find in the bull market, but these funds are now working as advertised. 

Today’s best offices of supervisory jurisdiction deploy professional business consultants, guerrilla marketing and innovative transition strategies to large pools of independent brokers.