Wealth Management Insights
Top financial advisors create systems that enable them to find, hire and keep great talent.
- By John J. Bowen Jr.
A well-crafted IPS will serve as a hugely valuable road map to clients' long-term financial success.
- By Jonathan J. Powell
Rediscovery Meetings and second-opinion services are helping financial advisors achieve big wins in today's challenging marketplace.
- By John J. Bowen Jr.

Wealth Manager Perspectives
Dennis Covington, Capital Directions. Atlanta, Georgia

This Month's Featured Chart
You can't bring real value to your clients' financial lives until you understand them on a deep and comprehensive level.
Source = CEG Worldwide.