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Jeff Schlegel

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Linda Leitz Named Napfa’s National Chair

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The Colorado Springs-based financial advisor will take over as board chairman in September.

Where To Go For Dividend Yield

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Who's not looking for yield these days? A panel of money managers gave their top dividend picks in an income-starved market.

Panel: No Need To Sweat The End Of 30-Year Bond Rally

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Market strategists don't agree on the risks posed by the near-zero percent interest rate environment, but they do agree an imminent collapse of the bond market rally isn't likely.

Will ETFs Vanquish Mutual Funds?

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A panel of industry executives at the Inside ETFs conference said ETFs still have much room for growth.

Target-Date Funds Maintained Upward Trend In ‘12

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The category's growth in assets under management zoomed 29 percent last year.

Wirehouse Job Switching Trend So-So In '12; Could Rise In '13

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The pace of job transitions among wirehouse advisors took a breather last year, but it could pick up again this year, according to one industry recruiter.

NestWise Focuses On Middle Class

by Jeff Schlegel

The “middle class” is a somewhat nebulous concept both socially and financially.

CFP Board Gets Social

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The CFP Board has developed a guide to help advisors more effectively use social media for business purposes.

RIA M&A Action Up (And Down) In ’12

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The number of deals in 2012 declined for the second straight year, but transaction values rose versus 2011.

Pooled ETF Trust To Help Advisors Launch Funds

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The product aims to bring innovative ETFs to market.

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