Deborah Nason is freelance business journalist who covers the investment industry and personal finance. She has been awarded the Institute Investment Foundations™ certificate from the CFA Institute.
Trust is the key reason clients opt for one financial advisor over another. Here are steps advisors can take to build a solid relationship.
Younger advisors are playing an increasingly important role in capturing the $30 trillion boomers are passing on to their kids.
There are many opportunities for leveraging the power of a 401(k). Advisors discussed the smartest ways and dumbest ways with CNBC.com.
Financial advisors can help protect retirement savings with an array of innovative approaches, from reverse mortgages to structured notes.
Preparing client portfolios for retirement requires optimizing and coordinating all of its moving parts, built over the decades.
The concept of "financial counseling" is making its way into mainstream financial advising. Here's how it could gain you referrals.
Managing risk across clients' life spans, financial advisors observe common mind-sets and associated risks within each decade of life.
Seniors looking to relocate to another state in retirement must be aware of these unexpected consequences, both financial and not.
Financial advisors share their thoughts on the pros and cons of incorporating target-date funds in investment portfolios.
Funds are streaming into passively managed funds, but some financial advisors still make the case for active portfolio management.