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Advisors who have moved into alternative indexes are finding unique ways to use them.
Demand for apartments is rising, and that's where real estate investors are looking to make money.
Larry Keele manages this Vanguard convertible fund using a conservative strategy that usually leads to outperformance in down-to-sideways stock markets.
Retirement will likely have new meaning for lots of baby boomers.
Advisors don't need to rely on complicated models to help clients avert losses.
Good intentions and strict rules may have backfired for the FPA at a time of change.
Workflow systems are necessary for running more efficient offices. So why aren't more people using them?
A look at two interesting books that recommend opposite strategies on market timing.
Without a clear vision of what you want your business to look like, your business plans may have little chance for success.
Advisor Rick Tonkinson is making his bones focusing on middle- class clients.
In a tough economic environment, some clients must deal with their children moving back home.
Handling the heated emotions of planning for the aging.
Although still a work in progress, Figlo is a new financial planning software package that allows advisors to collaborate with clients more easily.
There doesn't have to be a wave of defaults to trigger a big sell-off.
The market doesn't work the way people expect, and they have to keep learning lessons all over again.