by Eric Rasmussen
Peter Raimondi and Banyan Partners
by Gregg Fisher
Clients’ past investment performance will tell you a lot about their attitudes.
by Mary Rowland
This muni bond manager thinks the panic that caused a big selloff is mostly over.
by Mitch Anthony
Longevity, inflation, volatility and events are what retirees must navigate.
by David Lawrence
Mobile transcription wins over voice recognition on ease of use.
by Donald B. Trone
Anyone choosing to be an advisor instead of a broker should not need an explanation of what the term ‘best interests’ means.
by Philip Palaveev
RIAs often find that their firms have become very expensive for internal successors to buy.
by Karen DeMasters
Darin Pastor led a bunch of advisors to independence last year. He has already doubled the size of his assets.
by Ben Mattlin
The good news about the long-term-care insurance industry has been underreported.
by Marla Brill
Alternative index ETFs with equal-cap weightings have attracted
many fans, but others criticize their cost.
by Jerilyn Klein Bier
Companies from several sectors are stepping up efforts to improve health in developing countries.
by Marla Brill
Manager Michael Shinnick short sells in hopes of lowering volatility and improving returns.
by Rob Brown
Retirees should be withdrawing closer to 5% and allocating more to stocks.
by Donald Jay Korn
With federal income taxes climbing, some clients may have
an opportunity to trim their state levies.
by Maureen Nevin Duffy
Lower costs are attracting more cash to 529 plans, but more of
the money is coming direct from consumers.
by Jeff Schlegel
Advisors use different methods to align client risk with the right portfolio.
by Bruce W. Fraser
More advisors are considering them, now that fewer
clients have traditional pensions.
by Mark Hurley
Profit margins on clients referred from custodians are going to be squeezed to a fraction of current levels.
by FA Staff
M&A activity among RIAs stalled in this year’s first half, as more advisors sought internal rather than external growth.
by Jeff Schlegel
Mark Stempel sold his advisory firm last, but relaunched it this year with a focus on impact investments.
by FA Staff
According to Cogent, advisors judge mutual fund companies on more than just investment performance.
by FA Staff
In 2012, the U.S. wealth management industry finally caught up to the pre-financial crisis asset levels of 2007.
by FA Staff
A majority of advisory firms still don’t have succession plans in place.
by FA Staff
Pension funds and wealth managers are the biggest users of alternative investments.
by FA Staff
Roughly 600 financial advisors and other attendees at the fourth annual Innovative Alternative Investment Strategies conference in Denver in July sat in on two days of sessions covering this...
