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How the experience of the U.S. elite and middle class has changed is examined in two new books.
Immediate annuities make sense to economists. So why don't clients like them?
Advisors are increasingly turning to others to increase service and decrease costs.
Why flat fees are going mainstream.
Advisors can learn about giving great advice from the approach taken by golf instructors.
One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action.
Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Some advisors are using social media for marketing, but many haven't spent much time using it because of compliance issues.
SafeSync for Business provides a way to securely share and access your firm's data online.
Although some say emerging markets are fully valued, that hasn't stopped managers from introducing funds to take advantage of growing economies.
Weather risk management is growing in importance.
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.
Companies have lined up to introduce active ETFs, but so far less than 1% of ETF assets are in these products.
Manager Jayme Wiggins hits a home run with his small-cap fund by aiming for consistency.
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.
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.
You can attract clients by offering sustainable investing strategies. Here are some key concepts and marketing approaches.
MLPs provide a source of reliable income and asset price stability that's hard to match.
Whitebox Advisors Launches Alternative Mutual Funds Whitebox Advisors, a Minneapolis, Minn...
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...
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...
At a time when John Q...
Last year, the ARGI Financial Group, a Louisville, Ky...
Everybody knows what social media is...