Ben Zwief of Crescent Grove Advisors discusses the obstacles young professionals face when trying to build a sustainable career in wealth management.

Now that we’re back from the end-of-the-year celebrations, I’d like to draw your attention to a little-known date that should be part of every financial advisor’s calendar. January 2 is the day that ...

Stan Milovancev, CPA, QKA, is a values-driven executive with over 30 years of experience leading growth, operational transformation and cultural excellence across financial services firms. As co-chief ...

No two clients are the same when it comes to financial advising, but certain demographics can play a significant role in how investors view their relationships with financial advisors. Processing ...

Mercer Advisors is hoping to double down on its organic growth advantage as it taps an ex-LPL leader for a newly developed role. Mercer announced Thursday that it has appointed Alisa Maute as ...

A recent study by Austin, Texas-based lead generation service Wealthtender confirmed what many advisors probably already instinctively understand: clients value the personal relationships with their ...

It’s time for wealth management to rethink the role of client-service associate. CSAs are an overlooked talent pool that ensure smooth operations through client management, household maintenance, ...

DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the hiring of Alisa Maute, CIMA®, CAIA℠, to the newly created ...

The requirement that a financial advisor must “Know Your Client”, including his/her tolerance for taking risks, is a universal requirement amongst investment regulators around the world. Yet a recent ...

Registered investment advisor Halbert Hargrove has strived to build its firm on a unique business model in an industry known for aggressive recruiting and poaching: training and hiring interns. Kelli ...

As financial advisors, we have two paths we can take. The easy path is to create a portfolio that’s simple for clients to understand and emotionally accept, even if it’s not the most tax-efficient.

The gambler using a fixed deck of cards which allows him to palm a high card. (Photo by George Karger/Getty Images) Imagine walking into a wealth management firm in 2034 and finding half the desks ...