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Sometimes, it's not fair to be equitable, especially when leaving an estate to your kids.
Contrary to popular opinion, selling is important to our business. In fact, selling and advice-giving go hand in hand.
Third Avenue's Michael Winer sees bargains in pummeled real estate stocks.
Investment returns need to be evaluated after taxes, expenses and inflation–but few do that.
Frontier stocks look suddenly attractive as developed economies slow, but exposure to these markets isn't for everyone.
Although a sharp pullback could be coming, some advisors think commodities are good long-term plays.
Financial Crossing helps manage client liabilities.
Independent advisors are signing up new clients who are uneasy about the stock market and unhappy with their money managers.
Not enough time in the day to keep in touch with your clients? Try these electronic shortcuts.
Financial advisor Dan Juechter finds an unusual referral partner in genealogist Tina Martin.
Reducing the tax disadvantages of investing in mutual funds.
Planner George Kinder takes his life planning concepts to Europe, South Africa and beyond.
A new and efficient way to market your financial practice.
Eleanor Blayney is creating a new, national network of female CFPs.
A far-out but inspiring approach for managing your life and business.
Alliance Creates New Retirement Option Alliance Benefit Group Carolinas LLC, a provider of retirement plan consulting and record-keeping services, is...
Letters to the Editor
CFP Board Ethics Procedures I am writing regarding your Web site posting of May 20 ("CFP Board Picks Five Members For Discipline And Ethics Commission")...