by Jerilyn Klein Bier
Debra Wetherby has partnered with employees to build a mega-size firm that has retained clients for generations.
by Ross Levin
Models can be changed so clients can spend more earlier.
by Mitch Anthony
Stepping back and valuing life more than money is the best course.
by David Lawrence
Many advisors are embracing the idea that shorter financial planning reports are better.
by Russ Alan Prince
Advisors need affluent clients to generate enough revenue for meaningful personal wealth.
by Joel Bruckenstein
Here’s what users of Black Diamond can expect in coming months.
by James Picerno
Are lower returns and higher correlations
the new normal for investors?
by Marla Brill
Advisors can find ETFs that offer one or the other—or both.
by Eric Rasmussen
Will Fed actions to rein in cheap money hurt investing
in developing overseas markets?
by Marla Brill
Growth is moderating, but it is also shifting
toward services and consumption.
by Jerilyn Klein Bier
Advisors can fly solo or partner up to manage
401(k) plans and trends.
by Karen DeMasters
Better markets are making donors and charities more confident.
by Gail Graham
Ideas on how to really talk with female clients.
by Jerilyn Klein Bier
Advisors recognize the importance of bonds in portfolios while keeping a watchful eye on interest rates.
by Jerilyn Klein Bier
Expected interest rate hikes by the Federal Reserve have produced volatile fixed-income markets that are extremely challenging for many investors.
by FA Staff
Schwab’s 2014 RIA Benchmarking Study paints a picture of how the industry as a whole is compensating its employees.
by Jeff Schlegel
iQuantifi is a fully automated virtual advisor run by a former client-facing financial advisor.
by Karen DeMasters
The number of financial advisors is dropping. Fidelity Investments and the CFP Board of Standards are trying to reverse the trend.
by FA Staff
A Cogent Reports study finds that women are more apt than men to rely on financial advisors to map their financial future.
by FA Staff
Retail investor use of financial advisors has inched up for the third year in a row, with 71 percent of respondents saying they rely on advisors for financial advice, according to a new survey.
by Evan Simonoff
Disruptive technologies are likely to render today’s robo advisors obsolete while producing huge challenges for investment advisors targeting the coveted 1 percenters, says Edelman.
by Jeff Schlegel
The turnkey platform aims to be a go-to place for research, products and regulatory information regarding alternative investments.
