Advisors help clients make decisions to achieve goals, which is why it pains me to see the Protocol for Broker Recruiting unraveling. » Read More
By: Deborah Nason
Some advisors find it beneficial to include life counselors in operations, contracting with them or developing their own in-house. » Read More
By: Eric C. Jansen, founder of AspenCross Wealth Management
Easy access to alternative investing options can get you into trouble if you don't take the time to learn about alts' unique risks. » Read More
As few as 35 percent of financial planners have a succession plan in place. Advisors at Schwab's IMPACT 2017 confab weigh in. » Read More
Investors gravitate toward RIAs, who have shifted wealth management from sales to planning and from product commissions to fiduciary fees.
Just under a third of financial advisors have succession plans, and the savviest offer young successors hands-on, on-site training.
Despite being well educated, earning more money and controlling more wealth, many women fail to adequately plan and save for retirement.
Investors need to understand that the higher-interest-rate territory can be treacherous and calls for some careful financial planning.
Intense compounding of leverage-fueled return rates on "safe" hard assets led many Gen Xers into part-time landlord gigs that then failed.
Divorce negotiations can quickly turn sour without sound legal and financial advice regarding the splitting or liquidation of assets.
Half of Gen Xers and a third of baby boomers support kids and elderly parents, putting their own budgets and retirement plans in peril.
When a company's top dog is famous, succession planning can be tricky. A look at 5 corporate icons who were, or will be, hard to replace.
On the surface, robo-advisors look like a disruptive force. But in time we may consider them an evolution of the traditional advice model.
While bonds and interest rates have an inverse relationship, let’s be clear: Rising rates simply do not guarantee negative bond returns.
Could you be the next worst-case-investor scenario? If you think that’s impossible, you’re probably a step closer to making the worst come true.
The gap is growing between Americans' life insurance coverage and the amount they say they need. Here's how to tell if you have enough.
Savvy financial advisory firms can become more successful by hiring and retaining the next generation of planners.
Financial advisors are doubling as lifestyle transition specialists to help long-lived clients maximize wealth and happiness in retirement.
While most donations stem from a desire to do good, there's no denying that tax deductions are big incentives, say advisors.
Advisors are starting to specialize in niche markets and look to less-wealthy clients as competition for high-net-worth customers increases.
Invest new earnings in high-risk, high-growth stocks, but regular reallocation of existing savings to a mix of asset classes makes sense.
Investors need to ask advisors about their succession plan and how it impacts them in the event of unforeseen circumstances.
Parents of special needs kids should draft trusts and select caregivers and beneficiaries carefully, with expert help.
Creating a succession plan is not only good for your business, it's good for your clients.
Advisors help clients achieve goals, which is why it pains me to see the Protocol for Broker Recruiting unraveling.
Some advisors include life counselors in operations, contracting with them or developing their own in-house.
Easy access to alternative investing options can get you into trouble if you don't take the time to learn about risks.