by Jeff Schlegel
The advisor profession is evolving for a new generation.
by Philip Palaveev
A firm’s strength comes from the deep involvement of its decision-makers.
by Deena Katz
A good partnership with a mentor is
reciprocal, collaborative and comfortable.
by Mitch Anthony
No organization should be able to require people to retire.
by David Lawrence
New software may make it easier for advisors to handle large amounts of data.
by Donald B. Trone
Here’s why the fiduciary movement is over. Advisors who want
to lead in the financial services industry must look to the next cause.
by Russ Alan Prince & Brett Van Bortel
You need to implement four critical sets of behavior.
by Cathy Seeber
Differences in how men and women communicate are overrated.
Here’s a better way to talk with all your clients.
by Joel Bruckenstein
Smaller custodians often are faster at providing
new tech services to advisors.
by Eric Rasmussen
The bears are coming out, as the end of quantitative easing and overheated
valuations make some think it’s time to sell stocks.
by Jerilyn Klein Bier
Helping consumers improve their health and
hygiene can boost companies’ financial wellness.
by Thom Allison and Andre Golard
It’s difficult to overcome, but there are ways to help clients manage it.
by Marla Brill
Manager Stephen Smith points to the advantages
of developing-market bonds.
by Ben Mattlin
Much like they did when 401(k) plans were new,
advisors need to help clients tackle a tremendous learning curve.
by Kristin T. Abati and Renat V. Lumpau
This provision may help the grantor if
GRAT assets appreciate dramatically.
by Maureen Nevin Duffy
Buying or refinancing a home can become an
exercise in frustration.
by Ron Carson
If you went to sleep tonight and didn’t wake up, would you entrust your family’s money to your wealth management firm?
by Eric L. Reiner
Real estate professionals and some business owners will pay less Medicare surtax as a result of final Internal Revenue Service regulations announced in late November.
by FA Staff
The number of registered investment advisors plying their trade jumped by an annualized rate of 8% between 2004 and 2012, according to Cerulli Associates.
by FA Staff
Nobody likes taxes (other than the taxman), but some people hate them to the point of renouncing their citizenship.
by FA Staff
Advisors are allocating more portfolio assets to ETFs, and expanding the number of ETF providers they use.
by Ted Knutson
Financial advisors will lose if B-Ds are also given a fiduciary duty because it will take away one of their chief competitive advantages, attorney says.
by Bloomberg News
Investment brokers advising retail customers would face a standard requiring them to recommend products in the best interest of clients.
by Dan Jamieson
LPL will have to walk a tightrope with its plans to offer an outsourced compliance consulting service to affiliated RIA firms.
by Dan Kern & Tim McCarthy
A recent study found that survivorship of mutual funds was strikingly low and that investors are likely to outlive many of their mutual funds.
