Trust and transparency matter as much as competence when choosing a financial advisor. Here’s how to spot misalignments and ...

Called "direct to fund," or DTF by advisors, the method is a simple way for advisers to sell mutual funds to clients. The new ...

As a financial professional, you can draw lessons from Advisors Excel's journey to find new ideas, strategies and inspiration for growing your own advisory business.

For decades, we've operated with one core principle: put clients first, always. But five years ago, we took it further. We ...

The deeper problem is not just automation but ambiguity about who owns decisions, accountability and outcomes.

As financial planning software takes a bigger role in guiding client decisions, advisors can use the new tools to build scale ...

A critical shortage of lawyers makes it hard to find justice in rural Kansas. The state Supreme Court and Legislature are ...

Everything you need to know about certification as a professional pet sitter and how to get started building your business.

Morningstar Canada reports that investment management fees are down significantly since 2015, and clients are taking notice ...

When we see money as energy — a neutral force that reflects our thoughts and emotions — we open the door to a more peaceful ...

Skin issues in pets often mean chronic care, so let's explore the gap between client expectations and the reality of ...

Gerad Kite is used to famous faces walking into his Central London acupuncture clinic. Actors Andrew Garfield, Rupert Everett ...