by Joe Cavaluzzi
The need for second-to-die policies would be diminished, though not eliminated.
by Richard B. Wagner
Can life planning become a profession in its own right?
by Raymond Fazzi
Liberty Acorn Fund‚s Ralph Wanger thinks small caps are due for a reprise after five years of lackluster performance.
by Eva Marer and Laura Williams-Rohr
It‚s a malaise brought on by sudden wealth, and more clients are asking what to do about it, particularly when it comes to their children.
by Tracey Longo
A vibrant 21-person planning shop that helps clients confront their money values has emerged from Kathleen Day‚s own quality-of-life struggles.
by Timothy Middleton
Enthusiasts say fundamentals haven‚t changed–tech stocks are still the place to be.
by
Dorothy Hinchcliff
Advisors and attorneys make mistakes with these trusts that are costly to clients.
by Eva Marer
Advisors who don‚t consolidate their performance reporting are likely to lag others.
by Marla Brill
John C. Bogle Jr. is building an investment-management firm and a small-cap quant fund.
by Eva Marer
Financial advisor Percy Bolton is the objective stranger tycoons call to intervene in the high-stakes drama of family-business succession.
by William P. Bengen
Life expectancy may increase to 150 years in this century.
Here‚s a retirement withdrawal plan for your "Methuselah" clients.
by J. Michael Martin
Here‚s how new retirees can maintain withdrawals, even in a monstrous bear market.
by
Dorothy Hinchcliff
Experts say dividing an estate equally among beneficiaries may be inequitable.
by Richard B. Wagner
We should help clients determine their goals, not try to impose our own.
by
Evan Simonoff
Over the last five years, the number of people who are managing to earn a respectable living as independent financial advisors have climbed dramatically...
by Timothy Middleton and Evan Simonoff
The word "fiduciary" isn't a part of the mainstream lexicon ? yet...
by
Dorothy Hinchcliff
Like many of your other clients, they've got big money and big dreams. The big difference? She earns more than he does...
by Eva Marer
Like most financial advisors just starting out, Madelyn O'Connell seldom refused new business. Within four years, however, she had become a victim of her own success.
