Advisors need to give balanced advice, and for many clients that means encouraging them to enjoy their lives today.
Financial advisor Diahann W. Lassus has been awarded the 2010 Robert J. Underwood Distinguished Service Award from the National Association of Personal Financial Advisors.
The downturn caused some firms to re-examine their strategies.
The best advisors aren't just beating their peers. The numbers show them practically pounding them into the ground.
Fidelity Investments on Monday said it has rolled out a new program aimed at improving customer service for its affiliated advisors.
Advisor Erin Botsford is known for focusing on risks that threaten client assets. that's no surprise, considering what She's been through herself.
Deena Katz and Lance Palmer talk about their financial planning students and the future of the profession.
Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.
Many parents set their own retirement security aside tofund their children's college education, and mothers are more pronethan fathers to steer a family down this risky path.
Working effectively with the nation's nearly 80 million baby boomers, whether retired or contemplating retirement, was a major focus of the Raymond James 15th Annual Women's Symposium, sponsored by...
Women across the world want help planning their families' finances, but they want the advice to be simple and easy to implement, according to a new survey.
A husband-and-wife advisor team has left Merrill Lynch and started its own independent wealth management firm in Bethesda, Md.
The CFP Board's got a new consumer advocate and public face: Eleanor Blayney.
Alexandra Armstrong, an early pioneer of the financial planning movement, has affiliated with Commonwealth Financial Network.
Women have more to fear than men when it comes to facing the financial risks of retirement, according to a new report.
Most husbands think they make most family investment decisions, but most wives don't agree. But there is one kind of financial planning where they do agree women take the lead.
Eleanor Blayney, CFP, is developing her new role as consumer advocate for the CFP Board of Standards Inc.
Men less than 35 years old are much less likely to ask for outside financial help with their retirement ...
Two members of the Financial Planning Association testified to Congress on the impact of the failing markets ...