Practice Management

What Raising Pug Pups Has Taught Me for Wealth Management

From chewed slippers to investment plans, the journey of patience, trust and celebration applies to puppies and clients alike.

Career Changer: Military to Financial-Advisor Business Owner

I made this career transition; here’s what it takes and why firms should consider hiring retiring military and military spouses.

How to Beat AI and Compete in the Modern World

Even if you serve high-net-worth individuals, you are competing with emerging, transparent business models and with technology.

What BofA’s CEO Values Most When Hiring His Inner Circle

Brian Moynihan reveals his secrets for effective leadership.

A Major Marketing Bonanza for Practice-Building Advisors

The multi-generational gray tsunami, which I’m part of, presents the biggest-ever opportunity advisors. (By Lewis J. Walker)

Summer Reading for the ‘Exceptionally Ambitious’

In his new book, "The Stoic Capitalist," financier and philanthropist Robert Rosenkranz shares advice for advisors and much more.

Pre-retirees Are Confused, Not Committed

Clients who gain clarity about their desired retirement lifestyle are more likely to commit to financial strategies to support it. (By Dave Buck)

Why New Advisors Struggle — and How to Overcome It

Building a book of business is challenging but possible with the right mindset, tools and support from seasoned advisors. (By David Leo)

My Saturday Morning Email That Got Clients Talking

The subject line posed a question too important to ignore — and here’s why Saturday was the perfect day to send this message.

Six Ways to Approach Divorce as a Financial-Planning Opportunity

Here’s are the practical ways I guide clients through one of life’s most disruptive transitions — and why this work is so important.

Latest News

Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges

First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.

The One Big Beautiful Bill Offers Opportunities for Advisors and Investors

Financial advisors need to understand these changes to serve their wealthy clients properly.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

Vanguard Announces Three New Treasuries-Based ETFs

Vanguard Fixed Income Group now offers 36 fixed income bond ETFs, including 28 index.

Army Ejects 10 Schools from ROTC Program

The move is part of cost-cutting that slashed the workforce of the Army's Cadet Command.

N.J. Is Changing Who Has to Pay the ‘Mansion Tax’

The new state budget also increases the tax, but not as much as the governor wanted.

GoFundMe Launches Charitable Giving Funds with Vanguard, BlackRock

GoFundMe has 200 million users and could broaden the appeal of donor-advised funds for charitable giving — and centralize giving.