How do we help baby boomer clients who don't have enough money to retire?
We are at risk of overestimating our ability to predict the future, because we have a tendency to overestimate our competence, knowledge and experience, and our ability to control outcomes.
Here's why popular approaches to manager selection often fall short.
How far would you go to help a psychologically impaired client? This advisor went above and beyond.
A successful financial advisor reflects on the road she took to get to where she is today.
Small RIA firms are a slowly dying breed, like one-of-a-kind restaurants, independent cleaners and independent auto repair shops. In this world, the options are to sell or grow.
This Bloomberg columnist questions Meredith Whitney's prediction on 60 Minutes that muni bond defaults will total "hundreds of billions" of dollars.
Clients are looking at their savings and interest rates and thinking their golden years will be more like rusty tin...
Financial advisor Dan Moisand looks at theories behind "safe" withdrawal rates and examines what can derail the best-laid plans.
Does it make sense to combine multiple managers within, say, a portfolio's large-cap value allocation?
A study recently said the No. 1 fear that mid- to late-career investors had was getting ripped off by their advisor...
Mark Tibergien, Philip Palaveev, Michael Kitces and Spenser Segal expand on the observations offered in The Future of the Profession white paper by Bob Veres.
Here's how some successful advisors utilize client referrals as the main source of growth for their practices.
Roth conversions, charitable contributions and many other less familiar maneuvers may help your clients save money.
Advisors who want to switch brokerage firms should plan on a back-office tour first. It may be the most important consideration of all on whether you make the move.
At a time when investors are looking for safety, there exists a strong case for tactical asset allocation.
A tiny corner of the U.S. securities market, closed-end funds often are oversold during downturns but actually provide reliable indicators of their true intrinsic value.