How Jeff Thomasson built Oxford Financial Group into a powerhouse. Read More
Everyone can buy equities. No one can keep them. What is the advisor to do? Read More
Will the new regulations force independents to return to broker-dealers? Read More
Universal laws and principles, not gadgets, govern real world success. Read More
Why your clients' kids should pay for part of their college educations. Read More
Advisory firms and the quest for proper compensation. Read More
Independent broker-dealers see good recruiting opportunities in 2011. Read More
Everyone can buy equities. No one can keep them. What is the advisor to do?
Will the new regulations force independents to return to broker-dealers?
Universal laws and principles, not gadgets, govern real world success.
Why your clients' kids should pay for part of their college educations.
Independent broker-dealers see good recruiting opportunities in 2011.
Advisors discuss how families can provide at-home care for a loved one-and defuse sibling rivalries that often result.
Here's what an investor might look at in deciding whether to hire your firm.
Should our industry take proactive steps to increase its number of women?
This uncluttered portfolio management system will work best for smaller RIA firms.
Participants are making asset allocation mistakes, even though most plans offer a good selection of investment options.
A new study shows young workers with 401(k) auto enrollment are better diversified than employees who aren't offered that feature in their retirement plans.
Is it a risk management tool or a source of alpha? Maybe it's both.
Long-term investors are betting on China as it builds a new consumer culture of its own.
Historically, convertible bonds have done well in sideways, volatile markets such as those of the late 1970s and early 1980s.
Undervalued U.S. and Japanese companies, high-yield bonds, tech stocks and gold bullion are all on the menu at IVA Worldwide Fund.
The Nobel laureate spoke to NAPFA members about what it means to get 4% a year.
Regulatory and legislative actions currently being pondered will dramatically alter revenue-sharing practices.
Your clients may enjoy lower taxes if they move to another state, but they should be aware of the rules to avoid new tax problems.
If you haven't kept up with estate-tax opportunities because they're a complicated mess, now's the time to re-engage.
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