by
Robert Laura
Columnist Robert Laura says advisors should step out of their comfort zone and pursue their own big idea.
by Paula Muschler
It's time to size up Medicare choices ahead of senior clients' autumn enrollment window.
by Brad Case
Adding REITs to a portfolio offers potentially more promising opportunities for portfolio diversification within the stock market.
by Rob Brown
The advisor's role is to help clients understand the type of environment where specialized asset categories such as commodities and precious metals will outperform.
by
Jennifer Openshaw
Financial Advisor magazine and Finect ask top financial pros how they started with social media.
by Kevin Kimbrough
Many financial advisors are not consistently speaking to their clients about life insurance, and it’s easy to see why: the product lies outside their comfort zone.
by Bell Jimenez
Advisory teams with balanced strengths, assigned roles, agreed goals and solid organizational structure can easily produce a triple payoff, says this planner.
by Frank Jaffe
Part of smart investing is being able to admit when you were wrong. Telling clients can seem even harder, says this financial planner.
by Dan Moisand
The latest "crisis" reported on by the news media may actually not be the time to contact clients, says columnist and advisor Dan Moisand.
by Matthew F. Erskine
Modeling can help financial advisors deal with damaging family situations that stand in the way of a business’s success.
by Matt Matrisian
Generation-proof your business to ensure growth opportunities as boomers retire.
by
Eleanor O'Sullivan
Although he was a lesser character in a scenario starring financial players with outsized egos and enormous, ill-gotten bank accounts, Adam Smith’s saga is nevertheless stunning, says our book...
by
Steve Cortez, Ben Robins
We’ve heard it, you’ve heard it, everybody’s heard it: The valuation metric for RIAs is two times revenue...
by Aaron Gilman
These products can be structured differently––and can act very differently––depending on the market, says this CIO.
by Rob Brown
Finra’s mandate that requires brokers to identify a client’s risk tolerance is based upon an academic, over-simplification of the real world.
by
Robert Laura
Columnist Robert Laura looks at how, when and if advisors should discuss the topic with clients.
by Amy Florian
The devastating transition after losing a spouse prompts a high percentage to switch financial advisors or seek one out for the first time.
by Robert Sofia
Both models – minimum or not – can be equally effective, but first answer these questions to decide which choice is right for you.
by
Eric Henderson
Advisors and regulators must think outside the box to develop fresh products for a new retirement reality in which defined-benefit plans become a thing of the past.
by
Dan Moisand
The reduction in potential taxes does not reduce the need for estate planning, says columnist Dan Moisand. Here are three things that dictate the flow of assets into an estate.
