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A firm’s strength comes from the deep involvement of its decision-makers. moreJanuary 2014
A good partnership with a mentor is reciprocal, collaborative and comfortable. moreJanuary 2014
New software may make it easier for advisors to handle large amounts of data. moreJanuary 2014
Here’s why the fiduciary movement is over. Advisors who want to lead in the financial services industry must look to the next cause. moreJanuary 2014
A firm’s strength comes from the deep involvement of its decision-makers.
A good partnership with a mentor is reciprocal, collaborative and comfortable.
No organization should be able to require people to retire.
New software may make it easier for advisors to handle large amounts of data.
Here’s why the fiduciary movement is over. Advisors who want to lead in the financial services industry must look to the next cause.
You need to implement four critical sets of behavior.
Differences in how men and women communicate are overrated. Here’s a better way to talk with all your clients.
Smaller custodians often are faster at providing new tech services to advisors.
The bears are coming out, as the end of quantitative easing and overheated valuations make some think it’s time to sell stocks.
Helping consumers improve their health and hygiene can boost companies’ financial wellness.
It’s difficult to overcome, but there are ways to help clients manage it.
Manager Stephen Smith points to the advantages of developing-market bonds.
Much like they did when 401(k) plans were new, advisors need to help clients tackle a tremendous learning curve.
This provision may help the grantor if GRAT assets appreciate dramatically.
Buying or refinancing a home can become an exercise in frustration.
If you went to sleep tonight and didn’t wake up, would you entrust your family’s money to your wealth management firm?
Real estate professionals and some business owners will pay less Medicare surtax as a result of final Internal Revenue Service regulations announced in late November.
Lincoln Financial Group’s new Concierge Care Coordination service is designed to simplify the coordination of formal and informal long-term care service options.
It's ironic that when once-derided insurance and annuity products should be reaching their years of peak demand, their purveyors are actively seeking to limit supply.
The number of registered investment advisors plying their trade jumped by an annualized rate of 8% between 2004 and 2012, according to Cerulli Associates.
Advisors are allocating more portfolio assets to ETFs, and expanding the number of ETF providers they use.
Financial advisors will lose if B-Ds are also given a fiduciary duty because it will take away one of their chief competitive advantages, attorney says.
Investment brokers advising retail customers would face a standard requiring them to recommend products in the best interest of clients.
LPL will have to walk a tightrope with its plans to offer an outsourced compliance consulting service to affiliated RIA firms.
A recent study found that survivorship of mutual funds was strikingly low and that investors are likely to outlive many of their mutual funds.
Nobody likes taxes (other than the taxman), but some people hate them to the point of renouncing their citizenship.