by
Evan Simonoff
Lawyer Brian Hamburger ensures advisors like Kim Ip exit wirehouses the right way.
by Somnath Basu
The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks."
by Andrew Gluck
Advisors describe the creative plans they have grow their businesses.
by David Lawrence
Many financial planners are using a fraction of the technological capacity they already own.
by Mary Rowland
An advisor describes how he came to focus on clients with special needs children and what it's meant for his practice.
by Roy Diliberto
The fiduciary standard is essential for financial planning to be embraced as a profession, yet examples abound of advisors who ignore it.
by
Evan Simonoff
Regulatory reform is at the top of RIAs' minds going into 2011.
by
Jeff Schlegel
Merion Wealth Partners has created an advisor-owned, independent wealth management firm it says is unlike the competition.
by Joel P. Bruckenstein
YBS is a step forward in college planning software.
by Gail Liberman
Investors continued the gold rush last year, but how they invested varies.
by Marla Brill
Several kinds of ETFs should benefit if prices and interest rates begin to rise.
by Marla Brill
To Mairs & Power fund manager Bill Frels, there's no place like home for finding good stocks.
by Leila Boulton
Recent data support an improvement in commercial real estate prices.
by Ben Mattlin
Health-care costs are rising faster than inflation, but sound planning can help.
by Meir Statman
Sure, they want high returns-and much more.
