by Richard Heitman
Advisors need tools to better assess the risks from where they place their clients' cash.
Efficient technology implementation requires an examination of people and processes, in addition to products.
by Ian Salisbury
In Washington, almost anything will fly if you can make an argument it will benefit the middle class. It worked in the fight against requiring advisors to act in clients' best interests.
Active value is a methodology based on seeking out undervalued
businesses undergoing significant strategic changes and taking
advantage of these opportunities through investments across the...
by Manoj M. Nadkarni
This RIA cuts through the jargon and explains five steps to use in choosing hedge funds for your affluent clients.
by David Kelly
What does passage of landmark health legislation mean for the economy and markets?
by Jack Gardner
An investment in stocks of companies that provide both high- and
growing-dividend income can benefit a retirement portfolio undergoing
the duress of withdrawals.
by Richard Heitman
Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.
by Eric Clarke
Few financial advisors go into business because they love spending time
thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions...
A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.
by Jack Gardner
Some retirees don't realize that their spending plans are too simple-and flawed. An "endowment" spending policy may be a better choice.
by Bruce W. Fraser
Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.
by Randy Bradley
That's when opportunities emerge with clients and we solidify our bonds with them. Unfortunately, most advisors don't ask about parental care responsibilities.
by Jack Gardner
Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.
by Bruce W. Fraser
Americans are thinking less about a dream retirement and more about
meeting basic needs. They especially are asking how to have a
guaranteed income stream for retirement.
This Schwab fund manager is sticking to stocks in companies that are sitting on big cash reserves,
do business in many places and have a track record of announcing
pleasant surprises...
A prominent advisory firm shares its model diversified portfolio, suitable for a client in retirement.
by Mitchell Kauffman
A financial advisor suggests six areas to consider when helping clients decide when to take Social Security benefits.
Two well-known practice management
and technology experts and Financial Advisor magazine will present the
fifth annual T3: Technology Tools for Today conference in February.
by Edward K. Riley
Why affiliating with a broker-dealer makes sense for some advisors who want to go independent.
