by Jeff Schlegel
Advisors focused on high-net-worth investors find creative ways to serve the
middle market.
by Evan Simonoff
Many retired clients have deviated from their withdrawal plans.
by Mary Rowland
Just because some people are born into wealth doesn’t mean they have it easy.
by Mitch Anthony
Clients want advisors who understand their values.
by David Lawrence
New applications allow advisors to sync data from anywhere.
by Bill Bachrach
You can’t be a highly successful advisor without good work habits.
by Joel P. Bruckenstein
FinFolio’s client reporting system is a significant leap forward.
by Eric L. Reiner
This year’s higher tax rates demand revisiting investment plans.
by Michael J. Reed
Although they are popular, their bond bets draw scrutiny.
by Gregory Bresiger
Money market funds claim reforms could
annihilate their business.
by Jerilyn Klein Bier
Investors expect many infrastructure-related companies to exhibit long-term strength—but which ones?
by Marla Brill
Manager David Giroux says it may be time for investors to take a reality check.
by Alan Lavine
These investments in energy companies offer high yields, but should be chosen carefully.
by Alan Lavine
Advisors find term life insurance fits the needs of
many clients, with some exceptions.
by Gail Liberman
The U.S. housing market is finally on the mend, experts say.
by Maureen Nevin Duffy
Rising college costs and new bonus features are adding
to the allure of 529 college plans.
by Richard B. Wagner
Financial planning is being practiced within a paradox that
includes an academic void and confusion about the profession.
by FA Staff
Historically low interest rates will someday rise and the 30-year bull market for bonds will eventually end, but a group of investment strategists who weighed in on a recent conference panel devoted...
by FA Staff
By at least one metric, mergers and acquisitions activity among registered investment advisors jumped last year.
by Jeff Schlegel
When it comes to regulatory matters, the fiduciary standard of care issue has seemingly gone from hot potato status to a somnolent remnant of Dodd-Frank financial services reform legislation.
by Jeff Schlegel
On January 1, all licensed financial advisors in the U.K. were required to adopt a fee-for-service model. And in July, the same will go for advisors in Australia...
by Kathy Lynch
Many advisors lack the expertise to help retirement-income clients deal with Social Security or Medicare, in spite of the importance of these clients to their practices, says a new report.
by FA Staff
Investors seeking peace of mind from target-date funds for their retirement planning may find the biggest risk lies in choosing the money manager.
