At Accredited Investors Wealth Management, our employees need to have pieces of all three traits, but they need to be ...

In the future, you’ll need to differentiate your firm in the marketplace by meeting the specialized needs of clients in an efficient, economical way. And if you want to offer these hyper-specialized ...

Keeping Mum About Switching Firms by Barbara Herman and Joshua Tomolak. If word gets out too early that you're moving, it could lead to catastrophe.

That’s something advisors should keep in mind if they’re thinking of switching affiliations. Even advisors just casually considering a move should be discrete. Impromptu conversations and idle ...

Identity theft is a growing concern, and as tax season approaches, there’s increased risk that people will be victims of tax return fraud—when scammers attempt to file under other people’s names and ...

Is The Dream Over? But is the dream of retiring to Florida truly over, or merely tarnished? After all, Florida has rebounded ...

Can smaller RIA custodians ever take meaningful market share from the big four of Charles Schwab, Fidelity, Pershing and LPL Financial? It seems unlikely at first glance: With more than $5 trillion in ...

Two separate dynamics are in play as the advisory business evolves. The first is the interaction between financial advisors and their changing client base. The second is the interplay between the ...

The latest donations reduce Buffett’s holdings in Berkshire Class A shares to 206,363, down almost 57% since the 2006 pledge, he said in the letter. He has a net worth of $150.2 billion, making him ...

What tax policies is Trump likely to support? The following is a reasoned, practical and appropriately sardonic meditation on that question.

Holiday sales are expected to rise at a slower pace this year, upping the ante for many retailers already battling softer growth. The National Retail Federation, an industry group, expects holiday ...

Advisor Frank Astorino has a passion for serving clients and delivering what he calls financial planning “without limits.” ...