Your Business

Your Business

The trouble with client gifts

Meaningful gifts should be of sufficient quality to be valued

By Melissa Shin |November 10, 2023

2 min read

Your Business

When a financial planner’s political post goes viral

In a hypothetical scenario, a planner takes a no-holds-barred approach to social media

By Michelle Schriver |November 9, 2023

5 min read

Your Business

Students get inside look at financial services industry

450,000 students registered for this year's Take Our Kids to Work Day

By Allan Janssen |November 7, 2023

3 min read

Your Business

How to ask for referrals

Many advisors aren't equipped to ask for referrals properly

By Melissa Shin |November 7, 2023

3 min read

Your Business

Picking apart the idea of a stock-picker’s market

Evidence doesn’t support active management, so why do some advisors?

By John De Goey |October 2, 2023

3 min read

Your Business

So you want to start a podcast

Two portfolio managers explain why their podcast has run successfully for more than five years

By Melissa Shin |September 25, 2023

3 min read

Your Business

Addressing advisors’ misguided beliefs

Opinion: Here are three ideas to promote evidence-based practices

By John De Goey |September 19, 2023

3 min read

Your Business

How to improve your out-of-office messages

The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence

By Todd Humber |August 14, 2023

4 min read

Your Business

Are high rates affecting the market for books of business?

Any impact of higher borrowing costs is subtle, as many factors can determine the value of a practice

By Todd Humber |August 9, 2023

4 min read

Your Business

Tips for leading an advisory team

Leaders need to build a sense of community on their teams and ensure members feel valued

By Todd Humber |August 3, 2023

3 min read

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