by
Karen DeMasters
Cheryl Holland and her team have grown their South Carolina firm into one that serves many of their area's wealthiest people.
by Andrew Gluck
Even in the depths of this financial disaster, we can rest assured that people still need advice.
by Rebecca Pomering
Here are some issues to consider in making the decision and structuring the job.
by David Lawrence
Business continuity plans are needed to minimize any risks that would disrupt your firm.
by Mary Rowland
Wouldn't it be nice if we could use 401(k) money to buy annuities with pretax dollars?
by
Evan Simonoff
More regulation and fewer players will be the outcome of the financial crisis.
by Gail Liberman
The fee-based/fee-only RIA models are the practices of choice for high-end advisors with an entrepreneurial spirit.
by Raymond Fazzi
Compliance issues can be a challenge for someone switching from a wirehouse to an independent advisor platform.
by John Knowlton
Developing a career path for members of your firm is more important than you think.
by Bruce W. Fraser
Not surprisingly, phone traffic is up, but overall glitches have been few so far.
by Joel Bruckenstein
Sharelogix is promising, but rough around the edges.
by
Eric Rasmussen
Hedge funds have suffered their worst decline in years as Wall Street reels and the money pool evaporates.
by Alan Lavine
Discounts on closed-end funds are greater than they've been in decades.
by Ken Ziesenheim
A discussion about investment returns after taxes, inflation and expenses will mean a reality check for many investors.
by Marla Brill
Fund manager Manind Govil keeps bad news at bay.
by James Sprout
Family fiduciary contracts can help ensure that a trustee does what a family expects.
by Joseph J. Cohen
You can help your clients by showing them how much charitable giving is within their means.
by Gregory Bresiger
An author offers reassurances in this interesting, but simple, book.
by Wayne von Borstel
Getting to the things that really matter to clients takes some patience and effort.
by Marla Brill
Mutual funds, like people, have personalities. Some have a lot of
sizzle in good times, but when times are tough, the sizzle turns cold...
