by
Jeff Schlegel
Are Americans financially prepared for life after work?
by Dan Moisand
New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets.
by Eric L. Reiner
The trend spells opportunity for advisors.
by Somnath Basu
Other than the stock market, most indicators reflect a trough, not the early stages of a growth cycle. Here's what advisors should watch for.
by Andrew Gluck
A tip sheet for those who want to make their presence felt on the Web.
by David Lawrence
Is working without an office a viable business model?
by Mary Rowland
What's published on the Internet about you might not always be favorable.
by Roy Diliberto
Getting at a client's true priorities should be an essential part of every advisor's efforts.
by Staff Report
Many of the 600 attendees at the second annual Innovative Alternative Strategies conference came to learn how to use these investments in client portfolios.
by Joel P. Bruckenstein
OMYEN uses a couple of key tools to try and help financial advisors serve less-affluent clients.
by Virginia Munger Kahn
Are futures or natural resource stocks the best way to get commodity exposure?
by Marla Brill
Schwab is undercutting competitors with low fees, but still faces a challenge in differentiating its ETFs from those offered by more established players.
by Alan Lavine
Some observers believe currency should be part of a diversified portfolio. Here's what to consider.
by David J. Drucker
Three advisors who protected clients from the 2008 market meltdown talk about what has happened in their clients' portfolios since then.
by Michelle Knight
Most investors buy bond ETFs at a premium and sell at a discount, a dynamic that is an undeniable black mark on fixed-income ETFs.
by Marla Brill
The Schooner Fund uses hedging strategies to even out returns, and over the last three years that's helped it navigate market pullbacks.
by Richard B. Wagner
The advisor and the client combine in a uniquely powerful and singular relationship. But does anyone truly understand
the nature of our work?
