by Raymond Fazzi
Insurance companies are relaxing life insurance rules and rates for older clients.
by Tracey Longo
Some advisors worry about the ambitious growth goals of the CFP Board‚s CEO.
by Marla Brill
Downside protection is paramount for fund manager Charles Royce.
by Eva Marer
Advisors give high marks to Commonwealth's practice-management efforts.
by Mimi Lord
High-yield manager finds some bargains but awaits further markdowns.
by
Evan Simonoff
The prediction that small, independent shops would be forced to merge hasn‚t panned out.
FPtransitions Signs New Clients
FPtransitions, a Portland, Ore.-based firm that helps advisors buy, sell or merge their practices, has signed Jefferson Pilot Securities Corp...
NASDR to Media Darlings: Disclose Your Conflicts
Life may get tougher for industry media darlings now that the National Association of Securities Dealers...
by Brett Van Bortel & Russ Alan Prince
This new strategy may help you keep clients–and win others–by learning about their nature.
by Raymond Fazzi
Software companies large and small are on a quest to offer the complete financial planning solution.
by Hannah Shaw Grove and Russ Alan Prince
Managed accounts are giving mutual funds a run for the money of high-net-worth investors.
by J. Michael Martin
Why the S&P 500 will provide low absolute returns.
by Gregory Bresiger
Will funds that focus on disaster be a good deal for investors?
by
Eric Rasmussen
Advisors often must act as therapists for newly unemployed clients.
by Richard B. Wagner
Life planning is not the right description of what we do.
by Raymond Fazzi
These creative ideas are bringing in clients.
by Marla Brill
Warren Buffett isn‚t the only Omaha denizen who has made a name for himself.
by Mimi Lord
Advisors likely will be spending more time annuitizing a portion of client assets
