by
Jeff Schlegel
The downturn caused some firms to re-examine their strategies.
by
Evan Simonoff
As the country emerges from a nasty recession, this perceptive observer of the financial services industry is upbeat about the future for advisors.
by Andrew Gluck
Few advisors possess the resources required to research these deals.
by David Lawrence
Here are some steps to help you prepare to make successful changes in your practice.
by Bill Bachrach
A lack of fiduciary standards for the industry means that you have a competitive advantage when you put the client first.
by Mary Rowland
Several advisors have tried to take advantage of the changes in 401(k) advice giving to carve a new niche.
by Mitch Anthony
Our job should be to help clients lead a meaningful life rather than reach a financial or other destination.
by
Karen DeMasters
Freedom Capital adds a dash of history, magic and adventure to its financial planning philosophy.
by Joel P. Bruckenstein
More retirement planning programs now consider "fat tails."
by David J. Drucker
More advisors are signing on to advisor networks to fast-track their businesses.
by James Picerno
A fresh look at an old idea: momentum investing.
by Alan Lavine
Advisors are using options to insure portfolios against "once in a lifetime" losses.
by Caren Chesler
Fund managers believe large-cap stocks are poised to move ahead.
by Gail Liberman
Popularity, turnover, structure and other factors affect index funds and ETFs.
by Bruce W. Fraser
Cash flush foreign companies are paying high dividends-but beware of risks.
by Raymond Fazzi
A virtually foolproof way of passing assets to heirs would be restricted under a bill the U.S. Senate is considering.
by Alan Lavine
Payouts are appealing, but do your homework.
by Marla Brill
Scout International Fund manager Jim Moffett sees economic progress but choppy financial markets.
by Edward K. Riley
Investor portfolios were torpedoed by over-diversification and unquestioning acceptance of the efficient market hypothesis.
