In a recent survey by money manager Northern Trust, advisors said that 92% of their clients reacted positively to advisors’ decisions to outsource asset management. So reports ThinkAdvisor.

Many Americans get excited when they receive their Federal and state tax refunds. That’s understandable. After all, the IRS reports that the average refund from Uncle Sam last year was $3,000, which is enough for a nice vacation or other types of discretionary spending.

Sooner or later, financial advisors need to articulate their career stories. The requirement can arise during an elevator sales pitch, in lunch meetings, or in marketing materials. Either way, when done poorly, telling your story can be the kiss of death.

The winter storm of February 12th and 13th knocked out power to 200,000 homes and businesses in Macon, Georgia, before heading up the East Coast toward New England. By the time it ran its course, it was estimated to have killed power to hundreds of thousands of electric customers while snarling automobile traffic and causing thousands of flights to be canceled.