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A new book by Nick and Joan Murray seeks to empower advisors' life partners.
The long predicted shift from bonds to equities could finally happen.
Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year.
Clients take a different view than advisors.
Some providers can help an advisor run a more efficient practice.
How advisors help clients have confidence about their futures.
The apparent death knell of Finra as an SRO by no means signals victory.
How can financial planners help those with three generations living at home?
Fine-tuning portfolios to a client's comfort level remains an art, but this century's booms and busts show the need for some science as well.
Independent broker-dealers are using technology to help their advisors prosper.
When FA hunted for the cream of the crop among research management teams, these professionals made the all-star team, according to peers.
Many have unique investment methodologies that offer alternatives to traditional indexes.
Investors see compelling opportunities in the next four largest growth markets.
One particular approach of opportunistic investing minimizes risk and typically delivers upside of 10% to 15% in a short time.
A controversial new law will allow small businesses to raise $1 million in capital annually without registering with regulators.
Although master limited partnerships come with some tax headaches, they can be a good diversifier.
Firms with a competitive advantage will fare best if 'stagflation' returns, says Chuck Akre.
Have financial advisors gone sour on selling 529 college savings plans?
Next year's tax rules could change before, or after, 2013 arrives.
Money is humanity's most profound creation. Isn't some appreciation in order?
The independent financial advisor channel has enjoyed a strong decade of growth and can look forward to continued growth, but firms in this space need to understand the changing factors within...
(Bloomberg News) Even with Wall Street and consumer advocates allied in pushing for it, a U.S...
Ordinary American workers should aim to save at least eight times their ending salary to replace 85% of their pre-retirement income and meet basic income needs in retirement, says Fidelity...
College graduates with quantitative analysis degrees are still a hot ticket for Wall Street firms, which aggressively seek out their mathematical analysis skills to help reduce and avoid...
Olympian track and field star Joetta Clark Diggs turned to financial planning to help others improve their lives. Rowing silver medalist Ted Murphy turned to the profession to find a career...
Gary Hansen, president and founder of Financial Strategies in Loveland, Colo...
How most financial advisors are paid at banks and credit unions has evolved from being based on recent production to being based on at least six months to a year of rolling averages, according to...