by
Karen DeMasters
The creation of Modera Wealth Management had some glitches, but the outcome has been better than the principals anticipated.
by Somnath Basu
The greatest fallacy is that you have to find the winners to make money. But really you need to find the winners, losers and sideways movers.
by Andrew Gluck
New online platforms threaten disruption in financial advice.
by David Lawrence
Three steps that will help you avoid choosing the wrong person for a job.
by Mary Rowland
For seven generations, the Laird-Norton family has maintained its close ties by passing along values and a sense of legacy.
by Roy Diliberto
Feed optimism, not pessimism, in your clients.
by Ross Levin
In his new book, Ross Levin focuses on how advisors can build their businesses. This excerpt examines different kinds of clients.
by Joel P. Bruckenstein
External IT wants to be your cloud provider.
by Maureen Nevin Duffy
Equity-only funds as a group struggled last year, and fund companies are considering new themes.
by Eric Uhlfelder
Despite declining prices, observers believe that well-managed investments in commodities can still generate gains.
by Marla Brill
Despite some concerns, investors are being drawn to muni bond ETFs for diversification, transparency and low costs.
by Scott MacKillop
Ten rules that may help avoid investment disasters.
by Marla Brill
If the bleak economic scenario plays out the way Rob Arnott envisions, this fund would likely outperform its pure-equity peers.
by Ben Mattlin
How can advisors convince baby boomers to live within their means so they have enough for retirement?
by Juliette Fairley
Financial advisors working with federal employees need to be well versed on their unique benefits.
by Eric L. Reiner
Advisors can lower clients' stress by understanding the newest forms and rules.
by Richard B. Wagner
Financial advisors are essential for creating optimal environments for individuals and societies.
by
Jim McConville
The whole world seems to be moving online, including programs to earn the certified financial planner (CFP) designation...
(Bloomberg News) Global companies' demand for equity capital may outstrip supply by about $12...
Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses...
Recent changes in IRS regulations make it easier to file for relief from prosecution when a spouse hasn't paid the proper income taxes and the innocent spouse didn't know about the violation...
Two large accounting firms, Wipfli LLP and Eide Bailly LLP, announced last month they are merging to create EB Wipfli LLP...
The Investment Management Consultants Association's stepped-up efforts to attract new members paid dividends in 2011, with overall membership up 7% for the year...
