by Dan Deighan
One advisor's take on the benefits of a Roth IRA conversion.
by Curtis R. Bryant
Your middle-income clients need to consider new ways to fund retirement so that they don't outlive their money. Here's how both advisors and clients need to change their thinking.
by Seth J. Entin
People who haven't reported ownership of foreign accounts by September 23 may face jail time and fines.
by Jeff and Jeanice Harring
A tale of elder fraud on the Louisiana bayou.
by Richard A. Behrendt
"Opportunity is knocking." That's been the mantra of estate planners
recently as the first half of 2009 has been ripe for high-net-worth
clients to consider some very robust estate planning.
by Mark Matson
Many financial professionals fall into traps during a successful
career. These traps will define your practice and, to no small extent,
your future and destiny.
by Alan N. Walter
In spite of the recession, this may be the time to form new relationships, to bring in that new person and expand your business.
by W. Hardy Callcott
A look at how Obama's blueprint for financial services reform would affect the SEC and the groups, including advisors, the agency oversees.
by
Karen DeMasters
With good financial industry veterans leaving banks and wirehouses, independent firms need to be ready to recruit those advisors.
by Andrew Rogers
We've all heard that it was impossible for anyone to make money in
2008.
Apparently, no one told this to the investment managers of Harvard
University's endowment...
by Steve Parrish
When are depressed values, low crediting rates and tax law changes
good news? The answer is when you are trying to move family wealth
without experiencing gift and estate taxes.
Advisors interested in improving communication with clients may want to take this survey.
by Bill Bachrach
Eleven keys to choosing the right training and/or coaching program for you.
by Somnath Basu
A finance professor who feels the requirements of the CFP mark are too weak answers his critics.
by Stephen Mitchell
Is calling longevity a "risk" the best way to connect with our clients and prospects on this critical and often sensitive issue?
by Janet Aschkenasy
Not if the advisor community can help it.
by Erica Berg, Chris Daniel, Nicole Ibbotson and Kevin Petrasic
The authors explain how the program to resolve the troubled asset problem plaguing banks will work.
by Kevin R. Keller
When it comes to ethical behavior and a commitment to putting clients'
interests first and providing financial planning services with a
fiduciary duty, CFP certificants lead the way.
by Russell Fox
Advisors working with those who have recently lost a spouse need to be
prepared to help the surviving spouse take the next steps in securing
their finances.
by Somnath Basu
A painful truth is that many financial practitioners are sales people masquerading as planners or advisors in an industry whose ethical practices have a shameful track record.
