by Joel P. Bruckenstein
Historically, the financial planning software business has been as difficult a place to make a living as financial planning itself was in the 1980s.
by Raymond Fazzi
Financial planners are trained to prepare their clients for unknown future events, so it probably should come as no surprise that their services are as much in demand now as ever.
by Hannah Shaw Grove and Russ Alan Prince
Editor‚s Note: This is the first of three articles based on a recent survey of 743 women with at least $3 million in investable assets that will examine 1) who they are, 2) how they find and...
by J. Michael Martin
More than 70 years ago, George Murphy‚s immigrant parents named him for our nation‚s first president...
by Leo Pusateri
Understanding the concept of real value is a great way to end the climb up the Value Ladder...
by Gregory Bresiger
And the meek equity fund shall inherit the mutual fund industry.
by Alan Lavine
How long will the string of positive returns last for real estate investment trusts?
REITs have grown at double-digit rates over the past three years...
by Caren Chesler
Sandy takes out her checkbook and points to an entry halfway down the page.
by Eric L. Reiner
Lawsuit. Divorce. Bankruptcy. The very words can make a client shudder. But these events don‚t have to decimate wealth.
by Gail Liberman
Divorce is not what it used to be, and financial advisors should be aware of how attitudes and laws have changed.
by David J. Drucker
Clients now seem to spend more time fighting to get them.
by Marla Brill
The legendary Jean-Marie Eveillard is nearing retirement riding a white horse.
by Raymond Fazzi
The drop-off in market trading and narrowing profit margins have finally caught up with the clearing industry, which some analysts believe is in the early stages of a consolidation period that could...
by Joseph B. Darby III
The most distinctive aspect of the Jobs and Growth Tax Relief Reconciliation Act of 2003, (the "Act") is its remarkable brevity.
