by Philip Palaveev
Choosing how to run your business is critical.
by Mary Rowland
Rick Higgins is a multimillionaire and software genius whose multiple start-up firms offering successful financial programs have allowed him to branch out.
by Mitch Anthony
Keeping in touch with friends and family creates a happy retirement.
by David Lawrence
These steps can help firms measure success.
by Karen DeMasters
Financial advisor Bill Kramer juggles roles as a financial advisor and Wisconsin lawmaker.
by Joel P. Bruckenstein
This annuity provider beats its competitors in delivering helpful technology to advisors, but it should do more.
by Donald Jay Korn
Business-owner clients who want to sell and retire may have to accept today’s lowball bids or consider other options.
by Mark Hurley
As financial advice has grown from a cottage industry into a behemoth, small and midsize firms are trying to find their footing.
by Jeff Schlegel
Advisors ponder how to play the inevitable end of quantitative easing.
by Randall Mauro
Riding the waves to financial security.
by Thomas Kostigen
Technology has driven interest in impact investments by raising their profile.
by Marla Brill
Infrastructure funds have been slow to catch on, but Alpine’s entry has posted strong returns.
by Jerilyn Klein Bier
Firms try to capture more 401(k) business as they await an important DOL ruling.
by Ben Mattlin
LTC rates are soaring (especially for women). Why? And what can you do about it?
by Eric L. Reiner
The new tax rules for trusts and estates could have been worse.
by Rob Brown
It has become standard practice for planners to shut clients out of investment policy making.
by Jeff Schlegel
In a recent Pershing survey about financial advisors’ time management, advisors said they would fire an average of 13% of their clients.
by Jeff Schlegel
Ninety-four percent of U.S. corporate defined-benefit pension plans were underfunded in 2012, the same as the prior year.
by Jeff Schlegel
Finect has rolled out a Web site for the financial services industry that it believes meets the professional and compliance needs of financial advisors in the social media era.
by Jeff Schlegel
In a recent global survey that measured consumers’ trust in 18 major industries, financial services and its financial advisory/asset management sub-category finished last.
According to Cogent Research, younger Americans are sharing more of the wealth.
With 735 pages and 85 chapters from 22 contributors spanning practitioners and academia, the book covers the gamut of the financial planning profession.
