by Eric Rasmussen
How do you know when your clients' favorite charity is ripping them off?
by Rob Brown
How pessimistic do you have to be to own Treasury bonds now?
by Mary Rowland
The generation born after 1980 is more team-oriented and globally focused.
by Roy Diliberto
When your clients know you care, they are much more likely to take your advice.
by David Lawrence
Advisors should embrace the advances coming from rapid technological changes.
by Bill Bachrach
Advisors need to evaluate different methods of establishing high-trust relationships with clients.
by Ben Mattlin
New initiatives and traditional offerings provide better service.
by Joel P. Bruckenstein
One firm was in the right place at the right time to offer reporting technology for alternative assets.
by Jeff Schlegel
Collectible whiskies-particularly single-malt scotch-have been fetching high prices. Is this a fad or a legitimate alternative investment?
by James Picerno
Once maligned, technical analysis concepts are coming back into vogue among money managers.
by Marla Brill
Five advisors talk about what they expect in 2013.
by Matt Schreiber
A little-known statistic, the capture ratio, can help advisors build better portfolios.
by Marla Brill
Some small-cap value stocks offer stronger cash flow, lower debt and less volatility than their growth peers, one manager says.
by Alan Lavine
Commercial REITs are expected to perform well as the economy rebounds.
by Alan Lavine
The financial strength of life insurers comes under pressure.
by Nick Murray
History, biography and an enlightened futurism are the hallmarks of this year’s offerings.
by Marie Swift
Rise and shine. It’s morning in the advice business.
by Andrew Gluck
In the biggest ethics scandal since it was founded in 1985, CFP Board of Standards Inc...
by Jeff Schlegel
The prospect for higher capital gains taxes in 2013 has prompted some financial advisors to sell their practices by year-end to keep Uncle Sam from getting a bigger share of their hard-earned profits.
The number of investment advisors registered with the SEC fell this year from last year, but it’s mainly a regulatory matter rather than a mass exodus for the door.
by
Jeff Schlegel
The financial advisor business is all about relationships and personal connection, and not just with clients.
by Eric L. Reiner
With or without the expiration of the Bush tax cuts, there will be tax changes next year due to inflation. That’s because a modest 1...
Most mass affluent consumers like their local retail bank branch––or “stores,” as some in the industry like to call them––for certain things, but not much more...
Ellen Turf, the CEO and executive director of the National Association of Personal Financial Advisors since 1999, is resigning after 20 years with the fee-only advisor organization.
