Ed O'Brien

You’d expect a gathering of over 1,300 financial professionals under one roof to be bullish on the future of financial advising. But as it turns out, it’s not really about financial advice as a whole—it’s about the right financial advice. The future will be most kind to...

A recent comprehensive survey of 458 financial advisors conducted by eMoney and Fidelity revealed a common set of traits among the most successful advisors. These traits include embracing change, learning new strategies, challenging conventions, focusing on forward thinking and staying nimble....