by Susan Lazar
An advisor outlines six steps she uses to streamline the giving process.
by Tracey Longo
Most are programmed to repeat their investment mistakes.
by J. Michael Martin
Realistic return assumptions for retirees.
by Richard B. Wagner
For where your treasure is, there your heart will be also.–Matthew 6:21
NAPFA Debates Its Future
The National Association of Personal Financial Advisors (NAPFA) was formed with a goal of taking fee-only financial advisors from the fringe and...
by
Evan Simonoff
Sullivan, Bruyette, Speros & Blayney uses radical ideas to build a super-regional firm.
by
Evan Simonoff
It‚s a painful malady that may take time to clear up, but it shouldn‚t lead to a recession.
by Nancy Crotti
Life-threatening childhood cancer and a terrifying plane crash are just two of the many adversities he‚s turned to his advantage.
by Marla Brill
Loading up on market castoffs proves a winning strategy for Clipper manager.
by Gregory Bresiger
But does anyone in the investment-management industry care?
by Raymond Fazzi
Some want to see shape of death-tax reform before making long-term decisions.
by Eric L. Reiner
But misconceptions about these IRA regulations are swirling among advisors.
by Raymond Fazzi
A new report tries to shed light on what creates value.
by Tracey Longo
Some make good clients, especially for newer or younger advisors.
by Russ Alan Prince and Richard L. Harris
Private-placement variable life insurance benefits the affluent if used correctly.
by Raymond Fazzi
Some advisors think the company is trying to muscle in on their business.
by Tracey Longo
Small and midsized broker-dealers offer special advantages to advisors.
by Richard B. Wagner
Like him, we bring powers to humans that were reserved for mythological gods.
by Harold Evensky
The assumptions advisors use for investment planning may threaten their clients.
by Tracey Longo
Investors are clamoring for fee-based services, and some independent broker-dealers are ready to deliver.
