by
Karen DeMasters
Kathy Lintz and her firm Financial Management Partners stress education in their work with multigenerational family wealth management.
by Nick Murray
Yes, it's an "alternative" investment. But to what?
by Somnath Basu
Advisors need to find a way to offer clients global economic knowledge that cuts to the chase.
by Andrew Gluck
How independent B-D Ensemble Financial came undone and left its reps adrift.
by David Lawrence
More firms may merge or form strategic alliances in the wake of new rules that require small advisors to switch regulators.
by Mary Rowland
New Hampshire leads the way among states using generous new laws to compete for family trust business.
by Roy Diliberto
Many couples have significant issues about money.
by
Evan Simonoff
Big buyers like banks are gone, so the playing field is changing.
by Bruce W. Fraser
Though Bernard Madoff was carted off to jail, he still casts a long shadow over the financial advisory community and advisor/client relationships.
by Bruce W. Fraser
Six leaders in the wealth management continue their discussion of the advisory industry and how new rules and regulations will impact it.
by Joel P. Bruckenstein
Harnessing econometric data to build better portfolios.
by Michael W. Byrnes Jr.
Three changes that will impact your business.
by Marla Brill
Infrastructure ETFs have offered mixed returns to investors.
by Jim Picerno
Two sides of the risk management coin.
by Alan Lavine
Advisors should scrutinize the risk-return trade-off of including floating-rate loans in client portfolios.
by Timothy P. McGrath
Advisors need to communicate with clients more and provide them with more active portfolio management.
by Marla Brill
Over the next few years, the challenge will be finding stocks that can grow earnings enough to give portfolio stocks room to appreciate.
by Jerilyn Klein Bier
Financial advisors in the 401(k) space are optimistic about future prospects in a shifting regulatory landscape.
by Ben Mattlin
are beginning to look at electronic data on applicants' personal choices to assess risk.
by Garth Scrivner
Our job is to help clients create a framework that helps them understand events and takes the emotional aspects out of investment decisions.
by
Jeff Schlegel
The Marcellus Shale provides opportunity-and controversy-for natural gas investors.
by Jerilyn Klein Bier
Socially responsible asset managers scour emerging markets for investments with ESG appeal.
