by Richard B. Wagner
What makes a profession and will we ever meet that standard?
by Gregory Bresiger
It's true that millions of Americans have lost buying power, but the author doesn't go deep enough in asking why.
Directed trusts may work for small-business clients nearing retirement who don't want to sell their companies.
by Eric L. Reiner
Minimizing the pain of capital losses is among this year's tasks.
by Raymond Fazzi
How two leading West Coast wealth managers merged to form $5 billion Aspiriant and how they plan to build a national firm within five years.
by Gail Liberman
Lenders are freezing or cutting home equity lines, and more clients are asking what to do.
by William R. Dyess and Harold Evensky
Understanding the significant differences in two kinds of LTC policies will help you better serve your clients.
by Marla Brill
After a long bull market, Brazil's stock market still has room to grow, says BlackRock Latin America fund manager William Landers.
by Marla Brill
ETFs have a number of attributes that make them uniquely suited for taking tax losses.
by
Jeff Schlegel
Does the small-cap rally signal a recovery? Or is it a fluke?
by Joel Bruckenstein
Adobe's latest version of Acrobat can add real value to your practice.
by David J. Drucker
It seems to me that sole practitioners-those advisors who most need a backup plan in the event of disability-are usually the last to develop
by Caren Chesler
Some advisors find psychiatrists and psychologists a solid niche market.
by
Eric Rasmussen
Planner Kathleen Miller has made a niche business out of helping divorcing couples untangle their assets and move on.
by Roy Diliberto
Several years ago, toward the end of the bear market of 2000-2002, one of my more sophisticated clients asked me an interesting question.
by David Lawrence
Advisors have far more tools than ever to build a powerful system for developing client relationships.
by Tracey Longo
Targeting seniors and retirees in your marketing may attract keen interest from regulators.
by Andrew Gluck
In pursuit of data on the rich, entrepreneur Chris Snyder develops a strategy for AUM woes.
by
Jeff Schlegel
RIA acquisitions help propel First Western's plans to become a private banking force.
by Mary Rowland
George Kinder wins many over (including our author) with his methods to help clients overcome money disorders so they can build financial plans.
by Alan Lavine
Growth beat value in 2007 for the first time in eight years and is on track to do it again this year.
