In the financial services industry, the term “fiduciary” gets thrown around a lot—so often, in fact, that it can start to lose meaning. A simple definition of a fiduciary is a person or organization ...

For finance professionals, balancing the increasing demand for personalized guidance with the efficiency of digital tools and automation presents an interesting challenge. Clients want human insight, ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. Betsy began her career in international finance and it has since ...

You probably know that the right financial adviser won't give away his or her expertise for free. But if you’re searching for an adviser for the first time, you may suffer sticker shock when you find ...

Far from the infamous annuity sales pitches made over rubbery catered meals, seminars can play a crucial role in a financial advisor's marketing strategy, helping to boost the client base. But ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

Money shapes our lives in profound ways, but have you paused lately to think about what money is exactly and how it really works? In an age of digital payments, it’s clearly not bills and coins in ...

Runway refers to how long your business can continue operating before it runs out of cash, and it’s calculated by dividing your cash reserves by your monthly cash burn. Fixed expenses are your biggest ...

Maybe you’re unhappy with your portfolio. Or the fees on your investments seem too high. Or you struggle to get questions answered. It’s tempting to shoot off a “you’re fired!” message to your ...

In business, those who can’t read the numbers can’t lead the game. Entrepreneurship is no longer just about disruptive ideas or bold execution. It’s about your ability to build a financially ...