Clients’ long-term investment objectives should be directly related to the important goals in their lives—not the daily highs and lows of a stock index.

Will Rogers once said, “Buy stocks if they go up. If they don’t go up, don’t buy ‘em!” There is some truth to that when it comes to initial public offerings.

Having a strong online presence, using social media, and building connections to people are three ways advisor Karen DeRose expands her firm’s network.

Arnie Pechler Jr. uses three simple and effective methods to help find qualified new clients who fit well with his advisory practice.

Financial advisors favor third-party active management for many reasons: modern analytical strategies, risk mitigation, and responsiveness to current market conditions.

Findings from the PriceMetrix study “The State of Retail Wealth Management 2016” identify key trends and success factors for financial advisors.

It is important to monitor the SPY chart across time frames for both value numbers and demand trends that are shown via volume indicators.

Inflation and unemployment usually move in opposite directions, according to the Phillips curve. What is often overlooked is the lead-lag relationship.