by Dan Jamieson
Michael Fenison thought he’d retire. instead he created a new model for planning with a major focus on the mass affluent.
by Evan Simonoff
Lacking pensions, many Americans dislike annuities, but do they have a choice?
by Roy Diliberto
Advisors who perform many non-investment services
don’t need to be in the fee justification business.
by David Lawrence
Consider the costs vs. educational benefits.
by Bill Bachrach
Here’s how to become a better and more referable financial advisor.
by Russ Alan Prince & Brett Van Bortel
‘Never Expend X-tra Time’ when someone isn’t acting as your proponent.
by Dan Jamieson
A good market has made it harder to wrangle advisors
away to new broker-dealer homes.
by Jerilyn Klein Bier
Training and transferable
skills help military
veterans succeed as financial advisors.
by Joel Bruckenstein
Advisors and organizations that fail to address these issues will lose opportunities at best and suffer
consequences at worst.
by Jeff Schlegel
Alternative funds keep gaining assets even as some investors become disillusioned with them.
by Marla Brill
Ralf Scherschmidt looks for companies that are growing
aggressively but are reasonably priced.
by Eric L. Reiner
Ruling on 60-day IRA rollovers startles some practitioners.
by Lisa Brown
Advisors should learn how clients are being impacted by the
Affordable Care Act. Here are three strategic tips.
by Ben Mattlin
In 28 states, filial-
support laws are on the books.
by Scott MacKillop
A top Parisian restaurant holds lessons
for financial advisors.
by Jerilyn Klein Bier
Napfa members team up with national nonprofit to help disabled veterans financially manage living in their own homes.
by FA Staff
As part of its annual advisor survey, J.D. Power also urges advisory firms and broker-dealers to prepare for the future by mentoring new advisors.
by FA Staff
Large RIAs want to create firms with expanded ownership, institutionalized management practices and greater depth of service, according to Schwab Advisor Services' eighth annual benchmarking survey.
by FA Staff
Uber wealth is spreading around world, but the U.S. is still tops on the list with 492 billionaires.
by Dan Jamieson
Morgan Stanley has agreed to pay a $1 million fine to settle Finra charges that it failed to supervise a commission-sharing program for retired brokers.
by Bloomberg News
Office buildings in top U.S. markets are getting so expensive that landlords are choosing to build rather than buy, spurring the most development by REITs in at least a decade.
by FA Staff
A recent study found younger funds tend to outperform older funds.
