by Jeff Schlegel
Kevin Kroskey overcame hurdles-including prison-to create a thriving advisory firm.
by
Evan Simonoff
How the experience of the U.S. elite and middle class has changed is examined in two new books.
by Dan Moisand
Immediate annuities make sense to economists. So why don't clients like them?
by David Lawrence
Advisors are increasingly turning to others to increase service and decrease costs.
by Bill Bachrach
Why flat fees are going mainstream.
by Mitch Anthony
Advisors can learn about giving great advice from the approach taken by golf instructors.
by Joni Youngwirth
One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action.
by Bernie Clark
Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
by Gail Liberman
Some advisors are using social media for marketing, but many haven't spent much time using it because of compliance issues.
by Joel P. Bruckenstein
SafeSync for Business provides a way to securely share and access your firm's data online.
by Maureen Nevin Duffy
Although some say emerging markets are fully valued, that hasn't stopped managers from introducing funds to take advantage of growing economies.
by Bruce W. Fraser
Weather risk management is growing in importance.
by Michael J. Reed
This model aims to avoid underperforming stocks rather than picking outperforming ones.
Click here for Financial Advisor's annual ranking of the top separately managed accounts in nine categories.
by Tom Lydon
Companies have lined up to introduce active ETFs, but so far less than 1% of ETF assets are in these products.
by Marla Brill
Manager Jayme Wiggins hits a home run with his small-cap fund by aiming for consistency.
by
Eric Rasmussen
Home ownership is baked into the American dream. But after the housing bubble burst, some advisors see it as a recipe for disaster if people stretch their means to do it.
by Barbara Potter
Sometimes, a corporate trustee is the best choice to manage a trust left to a second spouse, and that eventually benefits children of the first marriage.
by Paul Ellis
You can attract clients by offering sustainable investing strategies. Here are some key concepts and marketing approaches.
by Eric Uhlfelder
MLPs provide a source of reliable income and asset price stability that's hard to match.
At a CEO panel at this year's Financial Services Institute conference in late January, Raymond James Financial Services (RJFS) CEO Dick Averitt related a story of how the independent...
by Jeff Schlegel
The big four wirehouse firms are always trying to poach top talent from their rivals, but UBS Wealth Management seems to be doing a particularly job good job of late when it comes to...
Though being a financial planner has a certain cachet, not everybody who calls himself one is acting like one...
Various surveys of late have painted a picture that women's financial needs aren't being met by the advisory industry...
by Juliette Fairley
Last year, the ARGI Financial Group, a Louisville, Ky...
by Mike Byrnes
Everybody knows what social media is...
