by Bill Bengen
The father of the 4½% rule analyzes its past, present and future performance.
by Alan Lavine
How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals?
by Joel P. Bruckenstein
When is the best time to start taking benefits? New software helps answer that question.
by Michael J. McDermott
Fee-based advisors should benefit when 401(k) participants soon find out the cost of their plans.
by Martin E. Landry
Recognizing and managing emotions may help keep investing plans intact.
by David Lawrence
Most advisors underutilize the technology offered by their broker-dealer or custodian. Why?
by Bill Bachrach
Take more real vacations to be a better and more successful financial advisor.
by Donald B. Trone
Reforming the flawed corporate ethos of Goldman Sachs or implementing a fiduciary
standard, codes and regulations won't be enough to provide the best outcome.
by Mitch Anthony
Advisors lose sight of what is possible with clients when they don't vary their scripts.
by Joni Youngwirth
How can you manage your roles as business owner and financial advisor simultaneously?
by Eric L. Reiner
CPA Robert Keebler is leading Keebler & Associates LLP to the cutting edge of tax and estate planning.
by Alan Lavine
Be selective when buying closed-end stock funds.
by Tom Lydon
Investors wanting to take part in the growth story of developing countries may want to consider some of the BRIC ETFs.
by Marla Brill
The recent surge in popularity of high-yield bonds has left Andrew Feltus both encouraged and concerned.
by Thomas M. Kostigen
Leaving art to charity helps avoid big tax payments to the the IRS.
by
Eric Rasmussen
Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories.
by Lewis J. Walker
Collaboration is critical if our society, our profession and our practices are to work, succeed, grow and prosper.
The first wave of financial planners is graying at the temples, and there's a big need for a new generation to take their place.
Everybody loves a present, including potential high-net-worth investor clients...
The Certified Financial Planner Board of Standards last month said it's amending its regulations to shorten the time needed to qualify for CFP certification from three years to two if the person...
A job satisfaction study by J.D. Power found that financial advisors' happiness with their work is most dependent on their firm's performance. The market research company's 2012 U.S...
Beverly Hills Wealth Management had an idea for a new comprehensive, open-architecture platform aimed at independent financial advisors. Intel Corp. had the technology to make it happen...
How do you measure portfolio performance? Depends on whom you ask and what their time frame is...
Bernard Madoff and Allen Stanford might be the poster boys of Ponzi schemers and financial fraudsters, but they're just two examples--albeit high-profile ones--of a growing number of dubious...
Financial advisors often work against their clients' interests if it means earning more in fees, according to a recent study by the National Bureau of Economic Research...
