by
Karen DeMasters
Advisors plan for their clients' futures but often ignore their own.
by Somnath Basu
Rising health care costs and low savings will force many boomers to work longer.
by David Lawrence
Five steps that will help you choose the best CRM software.
by Mary Rowland
Ronald Blue's Christian advisors offer something unique.
by Roy Diliberto
An advisor who constantly complains about his employees should realize that he, not his associates, is the problem.
by
Jeff Schlegel
More advisors are launching funds, but building assets isn't easy.
by Joni Youngwirth
Advisory firms need to better manage their financial risks.
by Karen DeMasters
Advisors take to online videos to make their case.
by Jeff Schlegel
Planning for the disabled can be a tricky-yet rewarding-practice area for advisors.
by Joel P. Bruckenstein
Arcons Technology's billPort offers many pluses and a few minuses.
Five experts discuss the state of the advisory business.
by Marla Brill
The sector is hot again, but includes larger players and is more stable than in the 1990s.
by
Eric Rasmussen
Weird weather and supply/demand issues have made agriculture investing scary, but investors seeking diversity see gold in them thar fields.
by Michelle Knight
Proposed tax changes could bring significant consequences for municipal bondholders.
by Marla Brill
An unusual confluence of rising profits and falling stock prices has led to incredibly low valuations for mining shares.
by Alan Lavine
Major players exit variable annuities, but VA sales are up overall.
by
Karen DeMasters
Stephen P. O'Donnell is a martial arts visionary, a Marine and a newly born abstract painter. By profession, he's a financial planner.
by Richard B. Wagner
Individuals need Financial Planning 3.0. Are you ready to provide it?
by Thomas M. Kostigen
This J.P. Morgan securities managing director serves clients by expanding the traditional definition of impact investing.
by Jerilyn Klein Bier
More business schools are offering corporate responsibility and SRI components.
Marvin W. Tuttle Jr., the Financial Planning Association's chief executive and executive director, will step down as the organization's leader when he retires on May 31, 2014...
A coalition of financial advisor industry groups last month resumed its assault on the Financial Industry Regulatory Authority's cost estimates for creating a self-regulatory organization (SRO)...
It seems counterintuitive, but research shows that death rates rise when economic times are good...
The percentage of new critical illness insurance claims filed by younger people is increasing, while it is decreasing for older policyholders, according to a study sponsored by the American...
The National Association of Personal Financial Advisors has tapped Ron Rhoades to succeed Susan John as chairman of the fee-only planners group...
LPL Financial is launching a new platform to help advisors increase their retirement business by serving more individuals rolling over their 401(k) plans...
Advisors and their clients need to be concerned about only one retirement income issue, author Nick Murray told attendees in a keynote address at the recent 3rd Annual Financial Advisor...
