Cognitive psychologists have identified ways that the Reflexive Brain reacts intuitively. While these intuitive behaviors are good for many parts of our lives, they can cause us to react illogically when our finances are[...]

How do you feel about your world and your work and your life? It may sound trite, but for us, life truly is what we make of it. And it is possible that this is all about time. If we stay busy—we’ll miss it all.[...]

Economics would tell us that, all things being equal, all things are equal. As long as there is a rational buyer and a rational seller, both working off the same information, then any free market will be a zero sum game.[...]

Too many advisors lose too much time, money, and great staff by using out-dated or low-grade technology like Outlook to handle vital tasks such as tracking e-mails, to-do lists, and appointments. And even worse, that dat[...]

Compliance is considered to be the most essential service that a broker dealer can provide its advisors. With compliance requirements changing as often as New England weather patterns, financial advisors, now more than e[...]

Guaranteed income for life! This is the marketing cry of the insurance industry, and emotionally it has a lot of appeal. The soothing comfort implied is so enticing that there are actually proposals from the Obama admini[...]

Advisors face more competition than ever and need to distinguish themselves from the competition by creating personal connections that eventually convert into revenue-generating relationships. The current competitive and[...]

linkedFA, the first social networking site developed for financial advisors and their clients officially launched on February 11 of this year. linkedFA helps advisors address FINRA supervision and record keeping regulato[...]

In this post-9/11 and 2008 global financial meltdown era, your role as an independent advisor goes beyond the numbers. Your life goes beyond your business. It is time for a new paradigm of financialadvisor, one that offe[...]

“Asher Hawkins’ April 12 cover story, “Wrap Account Rip-Off,” warrants another view of these programs; one that we hope sheds a more positive light on the various aspects of fee-based and separately managed accou[...]