by
Jeff Schlegel
An expectation gap between older and younger advisors might be hamstringing the profession's growth.
by
Evan Simonoff
A new book by Nick and Joan Murray seeks to empower advisors' life partners.
by Michelle Knight
The long predicted shift from bonds to equities could finally happen.
by Mary Rowland
Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year.
by Roy Diliberto
Clients take a different view than advisors.
by David Lawrence
Some providers can help an advisor run a more efficient practice.
by Bill Bachrach
How advisors help clients have confidence about their futures.
by Brian Hamburger
The apparent death knell of Finra as an SRO by no means signals victory.
by Michael J. McDermott
How can financial planners help those with three generations living at home?
by Donald Jay Korn
Fine-tuning portfolios to a client's comfort level remains an art, but this century's booms and busts show the need for some science as well.
by Joel P. Bruckenstein
Independent broker-dealers are using technology to help their advisors prosper.
by
Eric Rasmussen
When FA hunted for the cream of the crop among research management teams, these professionals made the all-star team, according to peers.
by Marla Brill
Many have unique investment methodologies that offer alternatives to traditional indexes.
by Jerilyn Klein Bier
Investors see compelling opportunities in the next four largest growth markets.
by Eric Uhlfelder
One particular approach of opportunistic investing minimizes risk and typically delivers upside of 10% to 15% in a short time.
by Gail Liberman
A controversial new law will allow small businesses to raise $1 million in capital annually without registering with regulators.
by Alan Lavine
Although master limited partnerships come with some tax headaches, they can be a good diversifier.
by Marla Brill
Firms with a competitive advantage will fare best if 'stagflation' returns, says Chuck Akre.
by Eric L. Reiner
Next year's tax rules could change before, or after, 2013 arrives.
by Richard B. Wagner
Money is humanity's most profound creation. Isn't some appreciation in order?
by
Karen DeMasters
The independent financial advisor channel has enjoyed a strong decade of growth and can look forward to continued growth, but firms in this space need to understand the changing factors within...
(Bloomberg News) Even with Wall Street and consumer advocates allied in pushing for it, a U.S...
by
Jim McConville
Ordinary American workers should aim to save at least eight times their ending salary to replace 85% of their pre-retirement income and meet basic income needs in retirement, says Fidelity...
by
Jim McConville
College graduates with quantitative analysis degrees are still a hot ticket for Wall Street firms, which aggressively seek out their mathematical analysis skills to help reduce and avoid...
by
Karen DeMasters
Olympian track and field star Joetta Clark Diggs turned to financial planning to help others improve their lives. Rowing silver medalist Ted Murphy turned to the profession to find a career...
by
Karen DeMasters
Gary Hansen, president and founder of Financial Strategies in Loveland, Colo...
How most financial advisors are paid at banks and credit unions has evolved from being based on recent production to being based on at least six months to a year of rolling averages, according to...
