by David J. Drucker
Small practitioners thrive in spite of predictions they wouldn't.
by
Jeff Schlegel
Alternative investments are the rage, but it's a broad space requiring lots of due diligence.
by J. Michael Martin
The outlook for freedom and growth in the U.S. and in China.
by Andrew Gluck
Family retreats may be a good way to explore the complexities of your wealthiest clients, says this consultant.
by David Lawrence
Reducing expenses can help advisory firms return to profitability.
by Roy Diliberto
The questions we ask our clients in our quest to serve them may end up being therapeutic for them.
by
Karen DeMasters
David Blaydes has focused his firm on helping those in trouble.
by Joel P. Bruckenstein
Trade PMR, a lesser-known custodian, is getting more attention from advisors, partly because of its standout custody platform.
by Eric Uhlfelder
Burton Malkiel, the Princeton University economist and venerable indexer, is deviating from passive investing in an attempt to get the best returns in China.
by Marla Brill
More advisors think both bond mutual funds and ETFs belong in client portfolios.
by Alan Lavine
Keeping ETF dividends in cash may reduce total return.
by Caren Chesler
More REITs are once again able to raise capital and are buying depressed assets.
by Gail Liberman
State and federal regulators challenge tenant-in-common investments.
by
Eric Rasmussen
Managed payout funds stumbled in their debut, but mutual fund companies still think there's a place for them.
by Joni Youngwirth
What to consider when thinking of selling your practice.
by Marla Brill
Manager Bart Geer thinks companies with ample cash flow can better take advantage of an improving economy.
by Richard B. Wagner
The profession of financial planning needs more words to help people understand it.
