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4 Ways to Avoid Getting Fired by Female Clients

Attracting and retaining female clients is critical for wealth-management growth, say two financial planning experts.

SEC Adopts Amended Rules for Internet-Based Advisors

SEC-registered advisors operating solely through the internet must adhere to changes that aim to improve oversight.

Legendary Behavioral Economist Daniel Kahneman Dies at 90

Kahneman employed his training as a psychologist to advance what came to be called behavioral economics, widely used by financial advisors.

Advisors’ Epiphany: Shifting Focus from Investments to Humanity

Advisors at the annual SHIFT conference explore how to serve clients better in an increasingly technology-oriented world.

A Near-Zero Tax Bill? No Thanks

Real tax planning is about more than just this year’s tax return; what looks like a great deal may not be. (By DJ Hunt)

The Wisdom of the Multigenerational Cruise

Advisors can facilitate family togetherness by helping their clients arrange a get-together aboard a cruise ship. (By Bryce Sanders)

Biden Administration to Release Final Fiduciary Rule Soon

The DOL is preparing to release a final rule that would require more advisors to act as fiduciaries when giving retirement advice.

Remote Work Creates ‘Black Hole’ in U.S. Office Space Demand

A recovery in office space demand is unlikely for years, said real estate analysis firm Green Street, with the disruption the worst on record.

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