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.
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.
When it comes to investing in health care, sometimes it's not about medicines and devices. There are real estate investment trusts specializing in the health care sector that invest in property and facilities.
Consumers would do well to follow these financial survival skills, according to Eleanor Blayney, consumer advocate for the CFP Board.
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.
There are really no problem clients so much as there are clients in problematic situations, says adviser Dan Mathews of Stepp and Rothwell.
Many people get into real estate as a hobby or for a little extra income, but what happens when a part-time pursuit becomes a full-fledged business.
When it's time to cut ties, make sure you know what to do and when to do it.
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.
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.
Wall Street’s shedding jobs, so why not start your own business. You may be an investment guru but are you a general manager?
The Empire State building might become part of a publicly traded real estate firm, according to SEC filings.
Singapore has been attracting some large IPOs from Real Estate Investment Trusts (REITs) lately, but unfortunately for investors, the new listings haven’t dazzled on their debut.