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Alternative investments are the rage, but it's a broad space requiring lots of due diligence.
More REITs are once again able to raise capital and are buying depressed assets.
What to consider when thinking of selling your practice.
The outlook for freedom and growth in the U.S. and in China.
Family retreats may be a good way to explore the complexities of your wealthiest clients, says this consultant.
Reducing expenses can help advisory firms return to profitability.
The questions we ask our clients in our quest to serve them may end up being therapeutic for them.
David Blaydes has focused his firm on helping those in trouble.
Trade PMR, a lesser-known custodian, is getting more attention from advisors, partly because of its standout custody platform.
Burton Malkiel, the Princeton University economist and venerable indexer, is deviating from passive investing in an attempt to get the best returns in China.
More advisors think both bond mutual funds and ETFs belong in client portfolios.
Keeping ETF dividends in cash may reduce total return.
State and federal regulators challenge tenant-in-common investments.
Managed payout funds stumbled in their debut, but mutual fund companies still think there's a place for them.
Manager Bart Geer thinks companies with ample cash flow can better take advantage of an improving economy.
The profession of financial planning needs more words to help people understand it.