Dorothy Hinchcliff

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High Anxiety, High Hopes

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One of the most difficult problems a financial advisor may confront with clients is how to address excessive spending on adult children.

N.J. Broker-Dealer Shut Down For $28.7 Millon Excessive Trading Scheme

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N.J. regulators revoked the B-D's registration and obtained a court-ordered freeze of the firm’s assets.

Advisors Can Help Clients Live Longer By Helping Them Relieve Stress

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Money is the No. 1 cause of stress, which contributes to heart disease, advisors say.

Michael Kitces Blasts FPA For Naming TD's Schweiss As New President

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Kitces called the appointment an "apparent conflict of interest.“

New Rules May Cause A Drop In The Number Of CFPs

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Tougher standards mean advisors must clear a higher bar when serving clients.

Clients Need A Written Plan On What To Do In Retirement, Says Advisor

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He encourages other advisors to help retiring clients write a plan on how they will replace their work identities.

How Financial Planners Could End Up Like Mall Retailers

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An FPA/SEI study warns advisors clients want different services and they won't wait around for them.

Baby Boomer Couple Would Have Done Better With An All-Bond Portfolio

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Diversification would have supplied enough for retirement, but all-bonds would have done better, a study shows.

Looming RIA Shortage Exacerbated By Recruiting Practices, Low Awareness, Says TD

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TD's new research shows the profession will have to do a lot more to have the RIAs that will be needed.

Top 20 Stocks With Highest Dividend Yields

by FA Staff

Are these stocks value plays with sustainable payouts or dividend traps?

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