Demographically, the United States is poised for a massive transfer of wealth in the coming decade. Consider the following: Currently,...

A June 2022 study from Oechsli polled 1002 affluent investors in an effort to understand post-pandemic trends. Five themes stood out...

With the official start to fall comes the year-end planning period, which is often a busy time for financial advisors as they help...

In 2017, the USDA Expenditures On Children By Families Report projected families would spend $233,610 to raise a child born in 2015...

Despite a continued fast pace in residential real estate (a typical home in July went under contract in just 14 days), home sales fell...

In mid-2021, an American Psychological Association (APA) study confirmed what many already knew: “Weight gain and disordered eating...

Few people would be surprised that 70-80 percent of people research a company online before engaging or making a purchase and, as a...

While advisor objectivity is not a new consideration, an SEI Global Wealth Study found that it tops the list of investor concerns. As...

Since the Department of Labor offered Proposal 1.0 of The Fiduciary Rule back in 2010, the industry has suffered whiplash amid numerous...

Updated for 2022, Russell’s Value of An Advisor Study estimates that US financial advisors more than earn their keep by providing an...

A massive study done by McKinsey in 2012 found that professionals spent 28 percent of working time reading, writing and responding to...

A recent survey from Herbers & Co revealed five primary reasons that folks don’t hire financial advisors. Topping the list, 52 percent of...

In 1994, Bill Bengen, as a fledgling financial advisor, undertook a research project to answer recurring client questions about how much...

Given the white-hot year 2021 was for mergers and acquisitions (M&A), there is no shortage of material or advice on what a great deal...

If you’ve ever considered selling your practice, 2021 was a great year to do it. A 2019 J.D. Power study found 55 to be the average age...

A 2021 Charles Schwab Benchmarking Study contained a rather robust section on compensation, polling 1,036 RIAs about 13,000 employees...

“The future of work isn’t either remote or office-based—it’s both.” - Brian Elliott, executive leader of Future Forum As we continue to...

In 2021, a study by Herbers & Company polled 1,000 random consumers with more than $250,000 in assets and found that “those who had hired...

Rather than the fresh start we all associate with a new year, 2022 has begun with omicron, leading us to record case numbers and topping...

If the word of the year was “pandemic” in 2020 and “vaccination” in 2021, let’s hope it’s not “inflation” in 2022. The annual inflation...