The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to...

Industry experts share their insight and tell you why:

Unified managed accounts represent the future of the managed money industry.
-No other platform offers so many options and can be customized to meet the needs of so many different types of investors, - says one of the nation's most prominent money managers. -We are able to address a wide variety of investment needs with a single product.- (Chapter 2)

Mutual fund wrap accounts are enjoying a resurgence in popularity.
-With mutual fund advisory accounts, advisors can develop a consolidated...