Advisors are retooling, recognizing tomorrow's clients will have different priorities and preferences than their baby boomer parents did. » Read More
By: Tash Elwyn, president, Raymond James & Associates Private Client Group
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
If the only time you hear your advisor's voice is on their answering machine, or they're unresponsive to email, find someone else who makes time for you.
The recent turmoil in the bond markets and performance dip in higher-risk bond funds is a chance for investors to reevaluate their investment approach with their financial advisor.
Despite a proliferation of games and apps, and efforts by schools to teach the subject, financial literacy declined between 2009 and 2012, a survey shows.
Figuring out a relatively smooth and peaceful way to leave wealth to future generations is very tricky business for wealthy families, and often leads to a blood feud.
Couples can avoid financial headaches and relationship heartaches by having a frank discussion of their individual finances long before approaching the altar.
Do you really need to start saving for your child’s college education at birth? Yes, and there are right ways to plan ahead, way ahead.
From blogging to YouTube, financial advisors are finding that social media innovation is helping them build their brands and win client assets.
Web-based portfolio-management tools combine powerful analytics with flat fees. But is that enough to move private investors online?
Millennials are inheriting wealth at a greater rate than the two previous generations. The good news is they may be better suited to it than their parents or grandparents.
Wealth managers go where the money is, and the technology capital is flooded with the next crop of the newly rich.
From social video to niche social networks, financial advisors are hunting for prospects in the digital world.
Everyone's goal is to retire a millionaire, but too many personal finance headlines want to sell you on the idea that there's a surefire method for incubating the million dollar nest egg.
Some advisors prefer clients with assets in the $500,000 to $2 million range over the ultrawealthy—they are less maintenance.
More female financial advisors see the growth potential in targeting women investors.
Many financial advisors like ETFs, which offer low fees and trading ease, but ETFs are not perfect for all occasions.
Consumer advocates are concerned that fiduciary standard rules won't be strong enough to protect consumers, while registered advisors fear that complex rules will favor bigger firms.
Each of the three different advisor models creates different incentives, which is why it pays to understand them when selecting your financial planner. Be selective.
Expert investors are embracing financial advisors for counterarguments and best returns.
To choose the right financial professional to help you manage your portfolio, you need to understand the different services they offer.
It's time to get defensive, and two companies offer robust opportunities, Michael Farr of Farr, Miller & Washington says.
Advisors are retooling, recognizing tomorrow's clients have different priorities than their baby boomer parents did.
Here's an in-depth look at hedge fund conversion processes: upsides, downsides and tax implications.
Advisors help clients achieve goals, which is why it pains me to see the Protocol for Broker Recruiting unraveling.