by Edward K. Riley
Why affiliating with a broker-dealer makes sense for some advisors who want to go independent.
Warren
Buffett has been criticizing the
huge rewards for the financial industry.
Many are comparing the Great Depression to now. Here are a few facts.
by
Karen DeMasters
Billions
of dollars in unclaimed death benefits go
unclaimed each year. The founders of this firm
feel they have come up with a way to prevent
such situations.
by Craig Hemke
A financial services industry veteran predicts the dollar's days as a reserve currency are coming to an end, and as a result, traditional asset allocation won't deliver historic returns.
by Karen M. Schultz
Working effectively with the nation's nearly 80 million
baby boomers, whether retired or contemplating retirement, was a major focus of
the Raymond James 15th Annual Women's Symposium, sponsored by...
by Dan Deighan
One advisor's take on the benefits of a Roth IRA conversion.
by Curtis R. Bryant
Your middle-income clients need to consider new ways to fund retirement so that they don't outlive their money. Here's how both advisors and clients need to change their thinking.
by Seth J. Entin
People who haven't reported ownership of foreign accounts by September 23 may face jail time and fines.
by Jeff and Jeanice Harring
A tale of elder fraud on the Louisiana bayou.
by Richard A. Behrendt
"Opportunity is knocking." That's been the mantra of estate planners
recently as the first half of 2009 has been ripe for high-net-worth
clients to consider some very robust estate planning.
by Mark Matson
Many financial professionals fall into traps during a successful
career. These traps will define your practice and, to no small extent,
your future and destiny.
by Alan N. Walter
In spite of the recession, this may be the time to form new relationships, to bring in that new person and expand your business.
by W. Hardy Callcott
A look at how Obama's blueprint for financial services reform would affect the SEC and the groups, including advisors, the agency oversees.
by
Karen DeMasters
With good financial industry veterans leaving banks and wirehouses, independent firms need to be ready to recruit those advisors.
by Andrew Rogers
We've all heard that it was impossible for anyone to make money in
2008.
Apparently, no one told this to the investment managers of Harvard
University's endowment...
by Steve Parrish
When are depressed values, low crediting rates and tax law changes
good news? The answer is when you are trying to move family wealth
without experiencing gift and estate taxes.
Advisors interested in improving communication with clients may want to take this survey.
by Bill Bachrach
Eleven keys to choosing the right training and/or coaching program for you.
by Somnath Basu
A finance professor who feels the requirements of the CFP mark are too weak answers his critics.
