Let's face it: M&A is big news in our industry. It's hard to go more than a few days at a time without seeing in an industry periodical or one of your social media feeds that Firm A has been

Marketing your practice to women is different than pitching it to men, and advisors must know the differences if they are to succeed, a panel of women said at the Invest In Women conference. Women Aren't One Audience Women are not a

Here’s how to spend less time justifying your value and more time guiding clients to toward their hopes, values and and dreams. There’s a great story about a company with a broken-down piece of equipment. Unfortunately, the equipment was essential to

Here’s a story about two houses. One belonged to a baby boomer, and it was his pride and joy. He graduated from college in the early 1970s, got his first job, and started saving. When he received a small inheritance from

In his 1970 bestseller “Future Shock,” the prescient author Alvin Toffler coined the phrase, “high tech/high touch.” He was suggesting — in 1970! — what we have come to take as an assumption today: that advances in technology typically require