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In an investment world where volatility has become the new normal, consider these techniques to help you work effectively with clients.
Are state regulators ready to assume oversight of some 4,200 RIAs?
What to consider when preparing your own retirement plan.
As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.
Some advisors find success by scorning conventional wisdom about size, growth and clientele.
Terry Hannon's work as a mom, a planner, a volunteer and a friend has helped her through tough times and made her the center of a community.
Advisors are not just using surveys to ask about client satisfaction anymore.
This advisor provides highlights of what he's found clients today are looking for when they seek advice.
This tool should make your SEC audit go more smoothly.
Is Redtail poised to leapfrog the competition?
REIT ETFs have staged a strong rebound after a nearly two-year drubbing of real estate stocks that drove prices down by as much as 60%.
Deal volume is up, but performance is iffy. Upcoming deals include GM, LPL and maybe Facebook.
Are high-frequency traders running over investment advisors and their clients?
How can investors profit in a market without apparent trends?
How to match investors' risk appetite with their assets.
To find solid natural resource investments, this manager looks for companies with low production costs and attractive geological assets.
Advisors want to know what tax rules 2011 will bring.
As trusts grow more popular, the need to appoint the right trustees becomes crucial.
Financial advisors can help battered business owners plan for the future.
Immediate annuities can help clients get government benefits they might otherwise price out of.
The debate over the fiduciary standard should be about clients-and it would be over in a heartbeat if it were.