by
Charles Wilson
Europe has made substantial progress in the integration of several components of its economy, including banking regulation and fiscal oversight.
by
Tim Clift
Advisors must confront the fact that bond yields no longer provide retired clients with enough steady income, says Envestnet|PMC's chief investment strategist. These five tools can help.
by
Cathy Seeber
No one can escape death, but very few people want to be reminded of it, and even fewer want to discuss it deeply. Why, as planners, do we ignore this part of the planning?
by
Joseph F. Keefe
Advisors who want to serve women -- now 45% of American millionaires -- need to offer socially and environmentally sustainable investments, says Pax World's CEO.
by FA Staff
One of America's top female financial advisors explains the advantages of incorporating impact investing into a practice.
by
Dan Moisand
CFP Dan Moisand points out the pitfalls of clients posting testimonials on social media about their advisors.
by Blane Warrene
Is LinkedIn trending as the primary source of social activity in our industry?
by
Jonathan Cunningham
The relationship between convertible securities and investors has been marked by bursts of intense admiration followed by equal to longer periods of distrust and avoidance.
by Sonja Hayes
The first step to serving women is to appreciate the size and influence of the female market.
by Jerry Gleeson
FAs and compliance officers wrestle over social media.
by
Robert Laura
Columnist Robert Laura says advisors should step out of their comfort zone and pursue their own big idea.
by Paula Muschler
It's time to size up Medicare choices ahead of senior clients' autumn enrollment window.
by Brad Case
Adding REITs to a portfolio offers potentially more promising opportunities for portfolio diversification within the stock market.
by Rob Brown
The advisor's role is to help clients understand the type of environment where specialized asset categories such as commodities and precious metals will outperform.
by
Jennifer Openshaw
Financial Advisor magazine and Finect ask top financial pros how they started with social media.
by Kevin Kimbrough
Many financial advisors are not consistently speaking to their clients about life insurance, and it’s easy to see why: the product lies outside their comfort zone.
by Bell Jimenez
Advisory teams with balanced strengths, assigned roles, agreed goals and solid organizational structure can easily produce a triple payoff, says this planner.
by Frank Jaffe
Part of smart investing is being able to admit when you were wrong. Telling clients can seem even harder, says this financial planner.
by Dan Moisand
The latest "crisis" reported on by the news media may actually not be the time to contact clients, says columnist and advisor Dan Moisand.
