by
Evan Simonoff
Nick Murray offers insight on September 11, client expectations and why your advice is needed more than ever.
by Raymond Fazzi
RegentAtlantic Capital has hired an outside CEO, changed its fees and increased its staff by 60%, among other steps–all in hopes of raising revenue more than 10 times in the next five years.
by Hannah Shaw Grove
Since the terrorist attacks on America, it‚s been very difficult for people to get back to business as it had been before September 11...
by Raymond Fazzi
Financial advisor Patrick Christensen was watching the news on television, like virtually everyone else in the nation, when his phone rang.
by Hannah Shaw Grove and Russ Alan Prince
They want to contribute and are looking to you to show them how.
by J. Michael Martin
Estate planning is not just about taxes.
by
Evan Simonoff
The bubble has burst, and returns are likely to be in the single digits for some time.
by
Eric Rasmussen
New software offers novel approaches to deal with the uncertainties of estate taxes.
by Eric L. Reiner
Certain financial moves will help your clients save big on taxes.
by Tracey Longo
Getting a fair price for a financial planning practice takes finesse.
by Raymond Fazzi
A new study finds many advisors are driven by utilitarian, not financial, considerations.
by Marla Brill
Leading REIT fund manager Robert Steers says those investments will be winners this year.
by Mimi Lord
Add value by moving underwater life insurance cash values into an annuity.
by Deena Katz
We must educate our clients that protection of their data is a joint effort.
