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What makes a profession and will we ever meet that standard?
It's true that millions of Americans have lost buying power, but the author doesn't go deep enough in asking why.
Directed trusts may work for small-business clients nearing retirement who don't want to sell their companies.
Minimizing the pain of capital losses is among this year's tasks.
How two leading West Coast wealth managers merged to form $5 billion Aspiriant and how they plan to build a national firm within five years.
Lenders are freezing or cutting home equity lines, and more clients are asking what to do.
Understanding the significant differences in two kinds of LTC policies will help you better serve your clients.
After a long bull market, Brazil's stock market still has room to grow, says BlackRock Latin America fund manager William Landers.
ETFs have a number of attributes that make them uniquely suited for taking tax losses.
It seems to me that sole practitioners-those advisors who most need a backup plan in the event of disability-are usually the last to develop
Some advisors find psychiatrists and psychologists a solid niche market.
Planner Kathleen Miller has made a niche business out of helping divorcing couples untangle their assets and move on.
Several years ago, toward the end of the bear market of 2000-2002, one of my more sophisticated clients asked me an interesting question.
Advisors have far more tools than ever to build a powerful system for developing client relationships.
Targeting seniors and retirees in your marketing may attract keen interest from regulators.
In pursuit of data on the rich, entrepreneur Chris Snyder develops a strategy for AUM woes.
RIA acquisitions help propel First Western's plans to become a private banking force.
George Kinder wins many over (including our author) with his methods to help clients overcome money disorders so they can build financial plans.
Growth beat value in 2007 for the first time in eight years and is on track to do it again this year.
Genworth Creates Wealth Management Division Genworth Financial Inc...
One of the most rewarding aspects of spending 18 years chronicling a business that transformed itself from a cottage industry into an emerging profession is getting to meet some of the...
Wall Street Meltdown Could Swell RIA Ranks The demise of Lehman Brothers and the sale of Merrill Lynch to Bank of America will likely trigger a surge in the number of...