Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

Strategic plans are, by definition, for the long term, usually for three to five years in the future. The plan sets the destination, or goals, for the company and outlines how resources will be used ...

Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...