by Philip Palaveev
Five cornerstones can help your firm’s partners develop the right mentality for success.
by Evan Simonoff
Municipal bondholders grapple with a future of cities and states some of which will be unable to pay their bills.
by Mary Rowland
Families that hold on to wealth for several generations share certain traits.
by Roy Diliberto
A fiduciary should feel a moral obligation to clients.
by David Lawrence
Ten tips may help you overcome them.
by Bill Bachrach
Small steps can produce big happiness dividends.
by Donald B. Trone
Clients are looking for only one thing when they choose an advisor for the long term.
by Jerilyn Klein Bier
Landowners leasing their land for fracking are a niche being captured by some advisors.
by Joel Bruckenstein
Advisors are demanding that competitive brokerage firms up their tech offerings.
by Karen DeMasters
FA’s 2013 All-Star Research Manager team is announced.
by Eric Rasmussen
China has suffered from slow growth for several years, but there are still opportunities for patient investors, say portfolio managers.
by Alan Lavine
Tread cautiously with closed-end bond fund initial public offerings.
by Marla Brill
This manager says frontier market investments may reduce portfolio volatility and offer attractive earnings.
by Eric L. Reiner
Higher taxes on large incomes are driving year-end plans.
by Richard B. Wagner
Financial planning needs a theory that gives it beauty, wisdom, texture and substance.
by Jerilyn Klein Bier
Financial advisors are adjusting bond allocations in client portfolios to decrease interest-rate sensitivity and capture higher yields.
by FA Staff
Expected interest rate hikes by the Federal Reserve have produced volatile fixed-income markets that are extremely challenging for many investors...
by Jeff Schlegel
The thought of retiring overseas is no longer a fringe idea, and one organization has identified what it believes are the bet retirement locales.
by FA Staff
RIAs remain willing players in the mergers and acquisitions game within the profession, but outsiders appear to be less enthused.
by Jeff Schlegel
The 13D Activist Fund bills itself as the only mutual fund using shareholder activism as an investment strategy.
by FA Staff
Assistant Secretary of Labor Phyllis Borzi said "problematic" transactions may be allowed as long as they are accompanied by the proper disclosures.
by FA Staff
The pace of fines and disciplinary actions imposed by Finra are slowing after four years of increased activity, according to analysis from the law firm Sutherland Asbill & Brennan.
by FA Staff
When it comes to their clients and partners, few financial planners want to deal with the issues of death, divorce, disability and drug abuse.
by Nathan Greenwald
Not all sub-advised mutual funds are created equal, an important consideration for investors when choosing funds.
