by Nick Barisheff
Most investors have a deep-seated belief that bonds are a safe
investment while gold is risky and volatile...
by Daniel N. Kuperstein
The Department of Labor has proposed significant changes in the rules that apply to financial advisors who provide advice on employee retirement plans. Two new rules would apply to advisors' fees.
by Lisa A. Ditkowsky
Many brick-and-mortar-based entrepreneurs, as well as Internet
entrepreneurs, have learned the hard way that just because you build a multifamily office,
does not mean the customers will come.
by Robert Laura
Here's a serious issue that financial advisors need to face: Sudden retirement is a growing reality among baby boomers and is often
just as scary and troubling as divorce or the loss of a loved one...
by
Dorothy Hinchcliff
Cohen & Steers' portfolio manager Scott Crowe gives advisors his take on what's happening in real estate markets worldwide and where the opportunities are.
by Kevin Darlington
Good advisors shouldn't be motivated to begin using social media out of fear.
by Eleanor O'Sullivan
Advisor Frank K. Martin, in his new book based on a collection of his annual reports to his clients at Martin Capital Management, concludes his cautionary tale of tumult in American finance this...
by Dr. Robert Pokorski
In the decade before retirement, most married couples face an event that could derail their retirement plans.
by Dan Moisand
When is a current withdrawal rate too high? Too low? A financial advisor who develops spending policies for clients will help the money last longer.
by Mike Byrnes
Advisors need to look past words to get their messages across.
by Mike Byrnes
Now is a great time to consider buying a practice.
by Lauren K. Keenan and Lori K. Murphy
It is extremely important for advisors to speak to clients about how to properly plan for their loved one with special needs.
by Mike Byrnes
Focusing on your clients, their heirs and growing a team can help you become a top advisor.
by Meg Lassar
Advisors who don't provide philanthropic advice are missing a big opportunity. Here are the top ten things to consider in the philanthropic planning process.
by Ira G. Kawaller
Administrative fees and long lock-up periods are red flags when evaluating managed futures strategies.
by Mike Byrnes
Advisors at Napfa's annual conference get PR tips from SmartMoney's editor in chief.
by Robert Laura
Three simple things advisors can do to shift from a pure numbers-based approach to more of a total client wellness approach.
by Grant Blindbury
Why this advisory firm develops plans for retiring baby boomers using
William Bengen's withdrawal rate strategy plus David Swensen's Yale
endowment spending policy.
by Darin Gibson
Here are some new ways to approach investment conversations with wary clients.
by Laurence Kotlikoff
The president's proposed health-care reform policy and that of Paul Ryan, the House Budget
Committee chairman, are viewed as miles apart. The reality is different.
