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Other Diversified Financial Services

  • How much will the fiscal cliff impact you, and how can you minimize damage to your finances? Here are questions financial advisers are sifting through with clients.

  • Professionals, like doctors and lawyers and anyone else who might be sued, should work with an adviser to keep creditors from cleaning them out if they lose in court

  • With financial advisers moving from one firm to another more frequently than in the past, chances are you'll have an opportunity to review your needs.

  • Try Candor and Humility With Your Clients Thursday, 11 Oct 2012 | 3:53 PM ET

    The way to foster long-term relationships is to admit that we cannot know what the markets will do, says  Mark Hebner, president of Index Fund Advisors.

  • New Definition of Success? Survival Monday, 8 Oct 2012 | 12:06 PM ET

    Consumers would do well to follow these financial survival skills, according to Eleanor Blayney, consumer advocate for the CFP Board.

  • Focus on Money Matters, Not Investment Returns Monday, 8 Oct 2012 | 12:05 PM ET

    For financial advice, take the focus off the factors we can't control and move it to the things we can. It requires robust communication and periodic reassessment, according to Marilyn Capelli Dimitroff of Capelli Financial Services.

  • Problem Clients? No Problem at All Monday, 8 Oct 2012 | 12:04 PM ET

    There are really no problem clients so much as there are clients in problematic situations, says adviser Dan Mathews of Stepp and Rothwell.

  • Don't Overlook Advice for Your Retirement Accounts Monday, 8 Oct 2012 | 12:04 PM ET

    It may be a no-brainer to hire an adviser to manage your investment account, but what about your IRA and 401(k)?

  • How to Break Up with Your Financial Adviser Monday, 8 Oct 2012 | 12:02 PM ET
    Hand on detonator

    When it's time to cut ties, make sure you know what to do and when to do it.

  • What Kind of Financial Adviser is Right for You? Monday, 8 Oct 2012 | 12:01 PM ET

    What’s best for you depends on the size of your portfolio, your risk tolerance and how your adviser gets paid.

  • The markets are trickier than ever, technology is a bear and the parade of complex products with odd names is enough to make your head spin.

  • Dealing With a Problem Client Monday, 8 Oct 2012 | 12:00 PM ET

    It’s important to distinguish between high-maintenance clients (who need a lot of hand holding) and problem ones (who want the impossible).

  • Sure, investment returns grab the headlines, but fees fatten the top and bottom line, which makes expansion into other services tempting.

  • Leaving the Street to Go Solo Monday, 8 Oct 2012 | 11:52 AM ET

    Wall Street’s shedding jobs, so why not start your own business. You may be an investment guru but are you a general manager?

  • Turkey Is Hot for Hiring Great Talent Wednesday, 22 Aug 2012 | 4:36 PM ET
    Maslak is a neighborhood and one of the main business districts of Istanbul, Turkey.

    Research has shown that there will continue to be a battle for top talent in Turkey, as it competes with the West to attract and retain the best employees, says Mark Hamill, CEO of global search firm SpenglerFox

  • Bullish Hedge Funds Hike Their Bets in 2012 Rally Monday, 20 Feb 2012 | 7:14 PM ET

    Hedge funds are cranking up their bets in equities and credit in 2012's buoyant markets in the belief that the euro zone, U.S. and Chinese economies will fare better than many were fearing last year.

  • Stock Gains Turn Hedge Fund Losers Into Winners Monday, 6 Feb 2012 | 10:36 PM ET

    Last year's hedge fund losers may be turning into winners again. Several of the largest hedge funds that ended last year deep in the red, jumped to good starts in January, giving their wealthy investors reason to believe savvy traders are getting back their magic touch.

  • OECD Warns of Developed World Funding Crisis Sunday, 11 Dec 2011 | 6:49 PM ET
    Private Equity Risk

    Markets and governments face an uphill struggle to fund themselves next year amid extreme uncertainty over the eurozone and the global economy, as new figures reveal that the borrowing of industrialised governments has surged beyond $10tr this year and is forecast to grow further in 2012. The Financial Times reports.

  • CEO Resignation Only Adds to Shockwaves at UBS Saturday, 24 Sep 2011 | 4:35 PM ET
    CEO Oswald Gruebel of UBS

    No time wasted. Only an hour after Sergio Ermotti was appointed interim CEO of UBS following Oswald Gruebel's decision to resign, the Swiss Italian banker, alongside Chairman Kaspar Villiger, addressed the media in a hastily arranged conference call.

  • US Pushes Europe to Act With Force on Debt Crisis Saturday, 24 Sep 2011 | 10:07 AM ET
    German Chancellor Angela Merkel

    The Obama administration, increasingly alarmed by the spillover effects of Europe’s financial crisis, has begun an intensive lobbying campaign to persuade Chancellor Angela Merkel of Germany to ramp up efforts to stem any contagion from the debt crisis in Greece, the NYT reports.