When shopping for insurance, you need a trusted advisor with whom you can feel comfortable asking questions, from the most basic to the most complicated. Village Insurance wants to be that trusted ...

With this in mind, we reached out to Brian Thorp, founder, CEO and editor-in-chief of Wealthtender, who brought an entrepreneurial mindset and independent approach to building an integrated ...

A few things really do improve over time. The reputation of the American travel agent is one prime example. I remember being shown a highly confidential survey by a supplier marketing executive when ...

Oh, what a tangled web we’ve spun about fiduciary standards and financial advice in recent years. For those of you with long memories, you might recall the U.S. Department of Labor took eight years to ...

An interview with Trevor Greenway, Co-Founder and CEO of interVal Business owners are often the most desirable clients of financial advisors and their firms. Helping advisors attract, retain and ...

Expert advice can be one of your biggest growth accelerators — but only if you know how to access the right people. Here’s how to build a trusted inner circle that offers real insight, not just ...

Acquisitions have become increasingly common in the wealth management industry, and the pace shows no signs of slowing as Registered Investment Advisors continue to merge or be acquired. While there ...