Danielle said she was so focused on her clients she did not realize the pool was there. Kansas mayor hit with criminal charges for allegedly voting as noncitizen in several elections The Trial of ...

Chris Como, in talking about the practice method of “a lot of people,” describes it as divided. Ninety minutes, for example, might be broken up into 30 minutes for chipping, 30 minutes for putting and ...

Texas regulators have revoked the registration of an Austin-based advisor over allegations that he misappropriated more than $1.4 million of client funds. The advisor, Ronald Dewayne Smith Jr., has ...

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

Tackling the biggest debate for investors right now, Société Générale strategists are telling clients that a weaker dollar and strong fundamentals will help keep the artificial-intelligence trend a ...

How many clients do you have in your current book of business? What if I told you that you could earn an additional $150 per year in commissions from each of those clients with very little effort?

My experience has shown one simple truth: clients stay or go based not on results alone, but on the service they receive. This holds true for the vast majority of clients we’ve worked with. You can ...

Dr. Preston D. Cherry is the founder and president of Concurrent Financial Planning where he strives to help clients align their money goals with their life’s purpose, with the ultimate goal being to ...

The Securities and Exchange Commission has barred a former investment advisor from the industry for allegedly breaching the fiduciary duty he owed to a client with whom he became romantically involved ...

Much of a firm’s pitch rests on its experience, track record, and client base. But some of the flashier marketing claims could fall foul of the U.K.'s new failure to prevent fraud rules. Plenty of ...

Dead skin, flakes, and a deep clean that’ll leave your scalp tingling—this is next-level hygiene. What begins as an ordinary trip to the barber quickly turns into a viral-worthy experience, packed ...

In an industry built on creativity and collaboration, not every inquiry is meant to turn into a booking. While the goal is often to fill your calendar, it’s just as important to make sure those events ...