This Bloomberg columnist questions Meredith Whitney's prediction on 60 Minutes that muni bond defaults will total "hundreds of billions" of dollars.
Clients are looking at their savings and interest rates and thinking their golden years will be more like rusty tin...
Financial advisor Dan Moisand looks at theories behind "safe" withdrawal rates and examines what can derail the best-laid plans.
Does it make sense to combine multiple managers within, say, a portfolio's large-cap value allocation?
A study recently said the No. 1 fear that mid- to late-career investors had was getting ripped off by their advisor...
Mark Tibergien, Philip Palaveev, Michael Kitces and Spenser Segal expand on the observations offered in The Future of the Profession white paper by Bob Veres.
Here's how some successful advisors utilize client referrals as the main source of growth for their practices.
Roth conversions, charitable contributions and many other less familiar maneuvers may help your clients save money.
Advisors who want to switch brokerage firms should plan on a back-office tour first. It may be the most important consideration of all on whether you make the move.
At a time when investors are looking for safety, there exists a strong case for tactical asset allocation.
A tiny corner of the U.S. securities market, closed-end funds often are oversold during downturns but actually provide reliable indicators of their true intrinsic value.
The recent financial crisis provides the background to "Wall Street: Money Never Sleeps," which opens Friday. Oliver Stone says you'll see a bit of Rubin, Dimon and Blankfein in the characters.
Great producers often experience "reverse sticker shock" when they learn what their practices are worth. Here's why, and here's what you can do about it.
Here's how four female advisors have overcome traditional barriers in the financial advisory profession.
Here's how men can give shorts a polished look so that they work for business or dinner attire during the summer.
Most people are confused about the many variables and calculations that affect how much money they will receive from Social Security and when...
Decoding your clients' financial behavior can be challenging. Here's some advice.