by
Karen DeMasters
Jeanie Wyatt has built a powerhouse financial advisory firm in south Texas with $1.9 billion in AUM.
by
Evan Simonoff
Leading custodians in the RIA space are offering acquisition financing to firms that do business with them.
by Dan Moisand
Just because you rebalance doesn't mean you're a market timer.
by David Lawrence
Advisors detail steps they are taking to make their practices more efficient.
by Mary Rowland
In a house in Rhinebeck, N.Y., Jeffrey Scales is giving young planners a place to learn the ropes.
by Mitch Anthony
Most of us will require between two and four "encores" before we find the kind of retirement that works for us.
by
Jeff Schlegel
After a slow period, recruiting is revving up again among broker-dealers.
by Joni Youngwirth
The pros and cons of choosing an external successor.
by Joel P. Bruckenstein
Its offerings have gone beyond portfolio accounting to mobile apps, videos and many customized services.
by Brad Zigler
Are gold mining stocks or gold bullion better for diversifying a portfolio?
by Matt Greco
The 2008 financial crisis and GNMA funds' investment in mortgages have led many to spurn these investments. But solid returns have caused some to reconsider.
by Tom Lydon
Funds based on the VIX may provide investors a way to profit in volatile markets.
by Marla Brill
Utility stocks are a lower-risk way to achieve incremental returns, says manager Mario Gabelli.
by Jerilyn Klein Bier
Advisors who've built substantial 401(k) practices share their strategies.
by
Eric Rasmussen
Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die.
by Alan Lavine
Annuities gain traction in a world of low returns.
by Gail Liberman
Reverse mortgages are still being criticized for their complexity and high fees, but demand is rising and some advisors see
advantages.
by
Eric Rasmussen
As the economy sputters, charities try to keep their footing.
by Jim Frederick
Advisors give longevity another look as clients face longer life spans and financial anxiety.
by Richard B. Wagner
Financial planners can't make up their minds about what they do, why they do it or for whom it is done.
