by John Knowlton
Goals were set, analysis completed, and the financial plan worked. But why did this financial advisor feel he had failed his client?
by Robert Laura
These assumptions, if left unresolved, can
have a negative impact on a client's retirement and your relationship
with them.
by Dan Moisand
Many retirees count on such investments to support them, but the truth is the income from them can vary, sometimes dramatically.
by Deborah L. Jacobs
Advisors will profit if wealthy give to family now. But will clients suffer donors' remorse?
by Mike Byrnes
It is reported that over $1 billion was spent on this year's Super Bowl ads. I think the Audi commercial called "Release The Hounds" was the best.
by Christopher A. Krell
Financial advisors are witnessing an all
too common pattern among their clients: financial behavior driven by investors'
emotions, not logic.
Former Florida governor Jeb Bush will be one of two keynote speakers at a
March real estate conference produced by Financial Advisor and Private
Wealth magazines.
by
Dorothy Hinchcliff
How two fee-only planning firms decided merging their practices was the right idea.
by Staff Report
Nick Murray, author of The Game of Numbers: Professional Prospecting for Financial Advisors, will be a keynote speaker at a conference sponsored by Financial Advisor and Private Wealth magazines.
by Usman Hayat
Since the financial crisis,
there has been a lot more interest in ethics in finance, and the theory and practice of
Islamic finance is attracting attention.
by Mike Byrnes
Social media is a powerful tool that advisors often
underutilized.
by Geoff Davey
Here's what good advisory businesses do to ensure their clients are getting the best advice.
by Robert Laura
There is a hidden epidemic taking place in the shadows of retirement...
by Dan Moisand
In retirement, a dollar in an IRA is worth less than a dollar in a taxable account, but financial advisors can position clients so they keep the most from withdrawals.
by Frank Jaffe
How do we help baby boomer clients who don't have enough money to retire?
by Harold Evensky
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.
by Andrew Shepard
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.
by Susan Ganz
A successful financial advisor reflects on the road she took to get to where she is today.
by Chester C. Wright
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.
