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.
by Stephen Mitchell
Is calling longevity a "risk" the best way to connect with our clients and prospects on this critical and often sensitive issue?
by Janet Aschkenasy
Not if the advisor community can help it.
by Erica Berg, Chris Daniel, Nicole Ibbotson and Kevin Petrasic
The authors explain how the program to resolve the troubled asset problem plaguing banks will work.
by Kevin R. Keller
When it comes to ethical behavior and a commitment to putting clients'
interests first and providing financial planning services with a
fiduciary duty, CFP certificants lead the way.
by Russell Fox
Advisors working with those who have recently lost a spouse need to be
prepared to help the surviving spouse take the next steps in securing
their finances.
by Somnath Basu
A painful truth is that many financial practitioners are sales people masquerading as planners or advisors in an industry whose ethical practices have a shameful track record.
by Bill Bachrach
The answer is yes, but the biggest challenge is not the stock market or the economy; it's inside your own head.
by Nicole Ibbotson & Kevin Petrasic
This top ten list of ideas to deal with the crisis includes possible solutions that stand out for their promise, creativity and/or sheer audacity.
by Marie Swift
Advisors should look to technology to help deal with the current economic crisis, experts say.
by Timothy P. McGrath
Just because clients aren't calling doesn't mean you should allow
interactions to slide...
by Craig Skeels
Many clients turn to advisors for the direction of the investment markets, but advisors need to guide the conversation in a different way.
by Bruce A. Weininger
Wall Street firms' wealth management models are obsolete, and investors may finally wake up to the fact that these firms have incentives to sell complex, fixed-income substitutes that aren't all they...
by Ronald W. Rogé
What my 87-year-old dad, the Battle of Iwo Jima, and the stock market of 2000-2006 can teach advisors about the necessity of remaining levelheaded today.
by Darryl S. Dyche
A look at what financial advisors should consider when evaluating fixed-income investments during these dark days.
by Clay Stevens
The prospect of new tax law legislation and low market valuations make this an opportune time for advisors and their clients to concentrate on estate planning.
