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After five years of working with middle-income clients in his city of Bedford, N.H., planner Sam Hull says he is "looking to swim in a bigger pond."
This is the first in a series of three articles based on a recent research study of 388 senior executives with at least $500,000 in investable assets that will examine 1) their key financial...
Helping a widow whose dying husband was sold annuities.
There are times when you can be less than great and still succeed. This isn‚t one of them...
Estate planning professionals are closely watching a lawsuit against a renowned attorney to see just how far it might go in setting a legal precedent regarding an estate planning attorney‚s...
What is the secret to picking an excellent mutual fund? An endless stream of working papers, dissertations, and published studies have chased after the elusive answer.
For several years many advisors have been searching for higher-yielding investments, and some have turned to master limited partnerships (MLPs) and royalty trusts for that very reason.
Henry David Thoreau once said, "Things do not change; we change...
To hell with the Nasdaq 100! Chuck the S&P 500! And the EAFE, you can just forget about that loser of an index!
Think planners with employer incentives do better on the exam? Think again.
Kathy Dollard knows first-hand about the need to save more and spend less from both sides of the advisory fence.
Advisor Ben Tobias was all smiles as he strolled out of his first year-end planning meeting with clients, on the last working day of August...
Ruling may be a roadblock for the Rolls Royce of estate planning tools.
The field of finance abounds with controversies, but few engender such heated debate as the question of whether it‚s appropriate to use annuities in IRAs and other qualified accounts...
Boomers may turn to annuities for retirement income.
Tax-advantaged retirement accounts are often one of the largest, if not the single largest assets held by the typical financial planning client...
Whether the topic is investing or the state of fees in the mutual fund industry, Robert Torray and Douglas Eby, co-managers of The Torray Fund, write their own script.
The tendency to gamble and assume unnecessary risks is a basic human trait, according to many human behavior researchers.
Professionally speaking, there‚s not a lot a person can do with a philosophy degree.
As you know, the dynamics within the financial services industry are in a state of rapid transformation.
Business Clients May Like This Health Plan Some of your business clients may find one of their biggest problems is recruiting and retaining part-time, hourly and seasonal...
Quality Of Life‚s Revenge Sometimes in our personal and professional lives we experience a change that leaves us a different individual...
FPA To Spin Off Broker-Dealer Division The Financial Planning Association is planning to spin off its broker-dealer membership into an independent organization...