If clients spend three to five minutes a day picturing themselves in retirement and writing down how they would feel in retirement, they become 25 percent more likely to boost their savings rate, said ...

LPL has announced a new partnership that will allow its advisors to display their client’s household’s assets on a one-page visual presentation, which will enable them to better engage with those ...

IMGCAP(1)]The practice of tracking time in accounting firms—and the role that time plays in pricing services and making billing decisions—has been the subject of endless discussion. Processing Content ...

Have you ever brought what you felt was an incredible presentation to your client, only to be met with glassy eyes and half-hearted nods? Or perhaps you gave them a full arsenal of information in a ...

Manu Mathew is CEO of Visual IQ, a channel marketing intelligence software company. AdExchanger.com: Let’s start with the name Visual IQ – what’s the idea there? MM: The name Visual IQ represents the ...

Tax, trust, and estate planning are in high demand ahead of a likely reduction to the estate and gift tax exemption in 2026. Surveys of over 2,000 financial professionals revealed that only 13% felt ...

In the face of a relentless bull market in equities, advisors have the difficult task to justify balanced allocations to clients who have grown increasingly ambitious on returns. As the memories of ...