As Generation X nears retirement age, and Generations Y and X near their peak earning years, financial advisors are beginning to face a generational shift in their serviceable market. Each generation ...

Top advisors, Stan Gregor, CEO of Summit Financial LLC, and Todd Bryant, Founding Partner of Signature Wealth Partners, share ...

When it comes to bringing value to an account, the importance of listening can’t be underestimated. “It’s critical to begin every client relationship with a focus on the client’s business versus ...

Workday Planning, out next year, adds real-time collaborative financial planning, budgeting and modeling to the suite. Den and Phil give their verdicts Workday yesterday revealed it will add a ...

A team of authors, including long-time Dragonfly collaborators and Cincinnati Zoo staff members, Lily Maynard and David Jenike, wrote an article titled “Conservation psychology strategies for ...

George Hale: Success in science often relies as much on planning, communication, and constant improvement as it does on gathering data, writing papers, and giving lectures. This is especially true for ...

Many elaborate planning tools are available to help managers prepare for power plant outages. However, there is something to be said for keeping things simple. One modest tool that some NRG Energy ...

Anne Guarnera is a doctoral candidate in Spanish at the University of Virginia. You can find her discussing teaching and learning on Twitter as @aguarnera and learn more about her work on her website.