by Harold Evensky
Nobel laureate Daniel Kahneman applies lessons from behavioral finance to client management.
by Hannah Shaw Grove and Russ Alan Prince
(The following article is the first in a series, based on a new survey of 603 small business owners with total personal net worth of more than $7 billion, which examines their financial lives, their...
by Bill Bachrach
You already know what it takes to succeed: Fill your appointment calendar with qualified people, convert many of those prospects into clients, competently do your job, and deliver an experience for...
by Dan Sullivan
Mary Anne Ehlert found a unique, rewarding way to set her business apart.
by Eric L. Reiner
Five for five. That‚s the heady batting average of a new, if not experimental, mutual fund selection technique that began predicting outperformers last year...
by Dan Fuss and John Hyll
Much has been written of late extolling what many perceive to be the unparalleled virtues of Treasury Inflation Protected Securities, often referred to as TIPS. The U.S...
by Kevin M. Wilson
Asset allocation combined with value investing produces better results.
by Raymond Fazzi
Investors hunting for high yields or capital appreciation sell off.
by Marla Brill
Should fund managers let cash build or stay fully invested at all times?
by Michael E. Kitces
This May is the three-year anniversary of the Economic Growth Tax Relief and Reconciliation Act of 2001 (EGTRRA, passed May 26, 2001)–yet we still face another year-and-a-half before the newly...
by Tracey Longo
Here‚s what you need to know to build a good roster of women investors.
by Gregory Bresiger
Don‚t need it. Don‚t want it. Don‚t think I can afford it. Don‚t see the point of it. Don‚t think it will really provide coverage when crunch time comes.
by
Jeff Schlegel
There isn‚t a lot of information out there to help financial professionals deal with the special needs of clients with disabled family members...
by Raymond Fazzi
Even though the bear market seems to have subsided, the fallout from those three years of losses may have yet to be dealt with if you have clients with variable universal life policies.
by Marla Brill
Fund manager Leigh Goehring thinks a new bull market is just beginning.
by Sydney LeBlanc
Separately managed accounts (SMAs) have been touted as the Holy Grail of the investment industry–the wirehouses certainly bear witness to that premise...
by Joel P. Bruckenstein
Wouldn‚t it be great if you could find a tool that helped you differentiate your practice, convert more prospects to clients, retain those clients and construct better investment portfolios for...
by Tracey Longo
A white-hot regulatory agenda is bedeviling independent broker-dealers.
by Gary Schneider
Proposed standards are wrongheaded and unnecessary.
