Learn how to create stunning comparison charts in Excel using custom stencils and interactive elements. Perfect for data ...

In his leadership role at Advisors Excel, a market-leading financial services wholesaler, Jake partners with top-performing advisers to help them enhance their practices and build thriving businesses.

Matching the customer and his or her needs with the right product is critical, something advisors excel at. “I don’t know that an algorithm could ever replace that," Darr said. "I don’t ...

Clients who cite and act upon information from unqualified financial influencers is becoming a common grievance among financial advisors. With more investors using social media for investment ...

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Frank Black Cloud, a high-profile tribal activist and member of the Spirit Lake Nation in North Dakota, told The Post that removing the Massapequa Chiefs logo would be “a terrible thing to do.” ...

Drawing on more than 16 years of experience driving meaningful organizational change — most recently as Executive Creative Director at Advisors Excel — Clarke will lead efforts to enhance and ...

“It’s an industry-wide challenge,” he wrote. “Firms want growth, but few can afford to carry underperforming advisors.” There is a role here for industry associations to play, one they’re fully aware ...

A hot potato: OpenAI's latest artificial intelligence models, o3 and o4-mini, have set new benchmarks in coding, math, and multimodal reasoning. Yet, despite these advancements, the models are ...

What are the biggest factors advisors consider when picking a host agency? A new survey from Travel Experts in Raleigh, N.C., found that most were looking for higher commissions, support and ...