by Eric Clarke
Few financial advisors go into business because they love spending time
thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions...
A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.
by Jack Gardner
Some retirees don't realize that their spending plans are too simple-and flawed. An "endowment" spending policy may be a better choice.
by Bruce W. Fraser
Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.
by Randy Bradley
That's when opportunities emerge with clients and we solidify our bonds with them. Unfortunately, most advisors don't ask about parental care responsibilities.
by Jack Gardner
Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.
by Bruce W. Fraser
Americans are thinking less about a dream retirement and more about
meeting basic needs. They especially are asking how to have a
guaranteed income stream for retirement.
This Schwab fund manager is sticking to stocks in companies that are sitting on big cash reserves,
do business in many places and have a track record of announcing
pleasant surprises...
A prominent advisory firm shares its model diversified portfolio, suitable for a client in retirement.
by Mitchell Kauffman
A financial advisor suggests six areas to consider when helping clients decide when to take Social Security benefits.
Two well-known practice management
and technology experts and Financial Advisor magazine will present the
fifth annual T3: Technology Tools for Today conference in February.
by Edward K. Riley
Why affiliating with a broker-dealer makes sense for some advisors who want to go independent.
Warren
Buffett has been criticizing the
huge rewards for the financial industry.
Many are comparing the Great Depression to now. Here are a few facts.
by
Karen DeMasters
Billions
of dollars in unclaimed death benefits go
unclaimed each year. The founders of this firm
feel they have come up with a way to prevent
such situations.
by Craig Hemke
A financial services industry veteran predicts the dollar's days as a reserve currency are coming to an end, and as a result, traditional asset allocation won't deliver historic returns.
by Karen M. Schultz
Working effectively with the nation's nearly 80 million
baby boomers, whether retired or contemplating retirement, was a major focus of
the Raymond James 15th Annual Women's Symposium, sponsored by...
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.
