by
Jeff Schlegel
Big Four accounting alums have made myCIO Wealth Partners one of the nation's largest RIA firms.
by Somnath Basu
As long as global markets remain volatile and investor fears grow, gold will continue to increase in price.
by
Evan Simonoff
A 10% allocation to equities only makes sense for a retiree with a short time horizon.
by Andrew Gluck
Social media works best when advisors offer their own original content.
by David Lawrence
Micromanagers think they can perform most tasks better than experienced staff members, but in reality they stifle their firm's growth.
by Bill Bachrach
These ideas may help you be a more successful financial advisor and a happier human being.
by Mary Rowland
Life-changing events for advisor Charlie Haines resulted in him transforming his business-and himself.
by Roy Diliberto
Some advisors use rules that dumb down our profession.
by Ben Mattlin
Clients who care for aging parents need more than financial and tax help from advisors.
by Ben Mattlin
Advisors reminisce about first client meetings, personal limitations and surprising discoveries.
by Joni Youngwirth
The pros and cons of choosing an internal successor.
by Joel P. Bruckenstein
StatPro's product tracks the performance of your portfolio models and provides research and analytics for them.
by Marla Brill
Plain-vanilla sectors are leading the ETF pack.
by Eric Uhlfelder
Despite volatile exchange rates, foreign currency exposure is playing an increasingly important role in enhancing global portfolios.
by Bruce W. Fraser
For all their risks, preferred ETFs offer high yields, good liquidity and diversification.
by Juliette Fairley
Hedged equity mutual funds provide protection against downside risk, but they are costly.
by Michelle Knight
A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks.
by Marla Brill
In spite of the financial problems Europe faces, many companies there have durable appeal, says this manager.
by C. Michael Carty and Julia M. Carty
A balance-sheet approach for necessities and life goals has many advantages for clients.
by Matt Greco
Many companies are unaware of recent changes that make defined benefit plans more attractive.
by Eric L. Reiner
Tax planning lies in the eerie shadow of the deficit-reduction talks.
by Robert Laura
Sharing personal stories and adding humor helps develop deeper relationships with clients, but advisors need to avoid sending the wrong message.
