by Robert Powell
Advisors are turning to consultants like Katy Votava as clients need answers on health care.
by Michelle Knight
At clients’ request, a traditional advisory firm creates a path to impact investing.
by Mary Rowland
The University of Georgia has a hidden gem in its financial planning program.
by Roy Diliberto
Their insights can bring major, positive change to advisory firms.
by Bill Bachrach
Use these six guidelines to determine how much your clients trust you.
by Jon Beatty
The advisory industry’s momentum gives RIAs a chance to step back and decide how to grow.
by Ben Mattlin
Some broker-dealers struggle to find talented FAs. Here are a few strategies.
by James Poer
A comparative study of corporate and independent RIAs looking at the advantages of both models may help you figure that out.
by Jeffrey Fleischman
Every advisor should consider implementing a social media playbook.
by Joel Bruckenstein
The senior vice president of Schwab’s Advisor
Technology Solutions discusses the custodian’s
progress on technology.
by Eric Rasmussen
Ben Bernanke spoke, REIT values sank. What could the end
of cheap money mean for publicly listed real estate?
by Jeff Schlegel
Recent years haven’t been kind to this alternative investment category.
by Marla Brill
With yields of 6% or more, preferred securities have become a popular choice for yield-hungry investors willing to expand beyond plain vanilla bonds...
by Eric L. Reiner
Same-sex couples in some states can now enjoy the tax advantages,
and hazards, of marriage.
by Catherine Seeber
Will planners be taken over by technology?
by FA Staff
The Financial Planning Coalition says it has released a study that debunks the notion that imposing a fiduciary standard on broker-dealers would increase their compliance burdens.
by FA Staff
BlackRock CEO Laurence Fink called Tuesday for a savings program, most likely a mandatory one, to supplement Social Security to provide for longer lifespans.
by FA Staff
Paul Ellis Consulting advises advisors when it comes to sustainable investing.
by FA Staff
Life insurance can play a vital role in the financial planning process, but many financial advisors don’t think they’re getting it right.
by FA Staff
Advisors need to rethink the way they spot a client in danger of declining mental faculties.
by Karen DeMasters
Financial advisors looking to serve doctors need to talk to as many of them as possible—even attend their medical conferences—to understand the unique issues they face, says Michael S...
by FA Staff
Cogent Research finds the majority of plan sponsors are very satisfied with the advisors they work with, but advisors still have a lot of room for improvement.
