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AIG’s aggressive Advisor Group subsidiary, with a new firm and reps in tow, still hopes to build a national presence—but not a national brand.
Do the systems that some managers used to avoid the 2008 market collapse make sense now?
One firm is trying to help students get into college by helping them navigate the admissions process.
If you are serious about helping your clients enjoy life, your first step is to do it yourself.
Going paperless saves money and time. Here’s how.
Fear, uncertainty and doubt should not be the focus of your fiduciary message.
What do you do when even high earners come up short with retirement assets?
TCI has launched a program to reach out to the young before they get rich.
That’s how often elite advisors contact their clients, and Zywave says it can help you do that, too.
A plunge in the number of publicly traded companies has many people wondering why.
Which areas look most promising? And where are the risks?
Thornburg’s Lewis Kaufman focuses on emerging-market companies with strong domestic demand.
Suddenly revived rules will haunt 2012 tax returns.
Are affluent clients abandoning coastal properties after a spate of hurricanes?
Are our clients investing for the last 13 years, or for the next 13?
Schwab’s limited ETF menu keeps expenses at rock-bottom levels.
TD Ameritrade’s account management and trading platform, Veo, is now integrated with seven customer-relationship management systems.
In only seven years, all of America will look exactly like Florida does today, at least on the age spectrum.
The “middle class” is a somewhat nebulous concept both socially and financially.
Higher taxes for upper-income clients were certainly part of the American Taxpayer Relief Act, enacted on January 2 to stave off Washington’s trip off the fiscal cliff.
With college tuition costs still shooting into the stratosphere, why are so few American families taking advantage of college savings plans?
Three-quarters of affluent U.S. investors regularly use some form of social media, whereas only 52% did in in 2008, according to a recent study by Cogent Research.
The Zero Alpha Group, a network of seven financial advisory firms, has formed the ZAG Leadership Institute to give the next generation of financial advisors at the group the skills they need to...
UCLA and The Retirement Advisor University have developed a CE designation for financial advisors specializing in defined contribution retirement plans.
Letters to the Editor
The November 2012 issue of FA included an article by John Bogle: “The New Pension Plan.”