The modern advisor's competitive advantage has shifted from accumulation of information to the interpretation of it.

The refreshed brand introduces a new logo, color palette, and visual identity designed to bring greater cohesion and clarity across the firm's public platforms. CMA has also launched a redesigned ...

The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can ...

Expect the unexpected, the saying goes, and that was certainly true in 2025. President Donald Trump was a major source of global and domestic disruption, but the year’s instability was also driven by ...

As AI tools like ChatGPT gain popularity for everything from suggesting what to make for dinner to serving as a personal travel advisor, you might be wondering if it could replace your financial ...

The National Association of Personal Financial Advisors (NAPFA) has long occupied a unique and respected place in the financial planning profession. Founded in 1984 by visionary investor advocates, ...

In today’s interconnected global economy, the importance of international investing as a strategy for portfolio diversification cannot be overstated. While domestic markets offer familiarity and a ...

Every day, more than 63 million Americans finish a full day of work and return home only to be met with additional family priorities, from helping kids with their homework to managing medical ...

Most people would agree actively looking for clients within your faith community is the third rail of prospecting. Years ago, I heard about an advisor who stood outside as the congregation was leaving ...

A self-described financial advisor and insurance and annuities broker in the Villages of Florida has been arrested on an intimidation charge after allegedly sending threatening messages to his ex-wife ...

Javascript must be enabled to use this site. Please enable Javascript in your browser and try again. A well-crafted resume could boost your confidence while you job ...

In 2025, the Federal Reserve cut the federal funds rate by 25 basis points three times. Whether more reductions will follow in 2026 remains to be seen, of course. But either way, mortgage lenders have ...