Today, lots of sales professionals are finding themselves face-to-face with an important question. Am I an expert? Or am I an advisor? It’s an important distinction, one worth taking a moment to ...

Americans who work with a financial advisor have more advantages than those who don’t, according to a recent Northwestern Mutual study. For example, they expect to retire two years earlier than those ...

Four months ago, an investment advisor for a family office approached us to consult on a collection of contemporary art that her clients had been building with the help of an art advisor. The majority ...

At InvestmentNews' Women Advisor Summit in New York City, branding specialist Diana Oddi challenged advisors to embrace specialization as a growth strategy — not a limitation. Serving a niche client ...