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The greatest fallacy is that you have to find the winners to make money. But really you need to find the winners, losers and sideways movers.
New online platforms threaten disruption in financial advice.
Three steps that will help you avoid choosing the wrong person for a job.
For seven generations, the Laird-Norton family has maintained its close ties by passing along values and a sense of legacy.
Feed optimism, not pessimism, in your clients.
In his new book, Ross Levin focuses on how advisors can build their businesses. This excerpt examines different kinds of clients.
External IT wants to be your cloud provider.
Equity-only funds as a group struggled last year, and fund companies are considering new themes.
Despite declining prices, observers believe that well-managed investments in commodities can still generate gains.
Despite some concerns, investors are being drawn to muni bond ETFs for diversification, transparency and low costs.
Ten rules that may help avoid investment disasters.
If the bleak economic scenario plays out the way Rob Arnott envisions, this fund would likely outperform its pure-equity peers.
How can advisors convince baby boomers to live within their means so they have enough for retirement?
Financial advisors working with federal employees need to be well versed on their unique benefits.
Advisors can lower clients' stress by understanding the newest forms and rules.
Financial advisors are essential for creating optimal environments for individuals and societies.
The whole world seems to be moving online, including programs to earn the certified financial planner (CFP) designation...
(Bloomberg News) Global companies' demand for equity capital may outstrip supply by about $12...
Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses...
Recent changes in IRS regulations make it easier to file for relief from prosecution when a spouse hasn't paid the proper income taxes and the innocent spouse didn't know about the violation...
Two large accounting firms, Wipfli LLP and Eide Bailly LLP, announced last month they are merging to create EB Wipfli LLP...
The Investment Management Consultants Association's stepped-up efforts to attract new members paid dividends in 2011, with overall membership up 7% for the year...