Insurance companies are relaxing life insurance rules and rates for older clients.
Advisors take many approaches to setting fees for their work.
Some advisors worry about the ambitious growth goals of the CFP Board‚s CEO.
Downside protection is paramount for fund manager Charles Royce.
Advisors give high marks to Commonwealth's practice-management efforts.
High-yield manager finds some bargains but awaits further markdowns.
The prediction that small, independent shops would be forced to merge hasn‚t panned out.
FPtransitions Signs New Clients FPtransitions, a Portland, Ore.-based firm that helps advisors buy, sell or merge their practices, has signed Jefferson Pilot Securities Corp...
NASDR to Media Darlings: Disclose Your Conflicts Life may get tougher for industry media darlings now that the National Association of Securities Dealers...
This new strategy may help you keep clients–and win others–by learning about their nature.
Software companies large and small are on a quest to offer the complete financial planning solution.
Managed accounts are giving mutual funds a run for the money of high-net-worth investors.
Will funds that focus on disaster be a good deal for investors?
Advisors often must act as therapists for newly unemployed clients.
Life planning is not the right description of what we do.
These creative ideas are bringing in clients.
Warren Buffett isn‚t the only Omaha denizen who has made a name for himself.
Advisors likely will be spending more time annuitizing a portion of client assets