by Richard B. Wagner
With FPA's win in its lawsuit against the SEC, financial advisors need to reflect on what that means for the profession.
by Tracey Longo
Clearing firms stake their future on
helping advisors' businesses grow.
by Joel Bruckenstein
Profiles Professional Version 8.0 gets a new look.
by Marla Brill
As emerging market economies become more secure, so too does their debt.
by Marla Brill
Self-directed IRAs allow clients to decide where they want their IRA money to play. But watch out for sand traps.
by
Eric Rasmussen
Many planners hate them, but they may be
attractive for clients with longer lives.
by Tracey Longo
More advisors' clients are maxing out on 529 plans,
driving first-year contributions into the six-figure range.
by Dave J. Drucker
How do you plan for a couple when
one spouse won't participate?
by Sharon Weinberg
Multiple disciplines and multiple products converge in the making of independent-minded planners and their clients.
by Tracey Longo
Top advisors learn about client communication and marketing. Now, you can too.
by
Jeff Schlegel
Always an entrepreneur, 90-year-old Joe Leonard
reflects on almost 50 years in financial services.
by Bruce W. Fraser
A new book reveals the secrets of dealing with
the uberwealthy of the hedge fund community.
by Milton Ezrati
The dollar is up against the yen and down against
the euro, while all eyes turn toward Beijing.
by Eric L. Reiner
Real estate woes bring both worry and
opportunity to the financial sector.
by Mitch Anthony
The question is, how does a retiree maintain an active, challenging life? The answer is, never stop.
by Mary Rowland
Financial advisors are in a unique position to help clients preserve their legacies as human beings, as well as their money.
by David Lawrence
Eliminating aisles full of files may seem difficult, but you'll benefit greatly from using office space efficiently.
by Andrew Gluck
The Nobel Prize winning creator of the Capital Asset Pricing Model takes another look at his work.
by Robert Casey
The average firm in our annual RIA survey grew revenue 25% last year.
