Some advisors help their socially conscious clients build financial security, while avoiding investments that conflict with their values. » Read More
By: Deborah Nason
Life transitions can take years; without advisor guidance, investors can lose valuable time figuring out what to do with their money. » Read More |
By: Ilana Polyak
Divorce after 50 gets more financially complicated if couples are close to retirement. Here's why. » Read More |
Only 15 percent of advisors specialize in niche clients but they account for a third of advisor assets. A look at five niche practice areas. » Read More |
More boomers caring for aging parents are seeking help from the limited numbers of financial advisors fluent in elder-care issues.
Financial advisor specialists who truly understand the circumstances of clients with unique needs or interests can offer tremendous value.
Some financial advisors weigh in on what they think New York Yankees Derek Jeter should do next as he enters retirement.
Financial advisors who opt to target client segments with whom they closely identify are finding fulfillment and profit in their endeavours.
The rise of the modern sports industry could be the reason why many pro athletes find themselves in financial turmoil.
Most advisors are generalists, but some take advice to the next level by focusing on specific niches, such as doctors or gay couples.
Advisors focused on Gen X and Gen Y clients are blazing trails, creating new fee and service models to serve this large demographic.
Advisors focusing on women clients only are seeing big returns, as studies show a growing number of females beginning to outearn men.
Muslim financial advisors are tapping into the U.S. Islamic finance market by helping clients invest in religiously suitable ways.
Generalists are feeling pressure to specialize as studies reveal exponential growth rates for advisors offering more personalized services.
The future of financial planning will be radically different, thanks to new technology. Here's how firms large and small are already starting to test the waters with this technology.
A financial advisor in the Washington, D.C., area was convicted of bilking clients out of millions in a Ponzi scheme she sought to protect with voodoo spells. How to avoid linking your financial fate to a potential fraudster.
Rather than one final retirement, mini retirements are a series of intentional breaks throughout your career and require careful financial planning to make sense.
Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
A fixed-income strategy is key for investors who are retired or are approaching retirement. This special report details the range of tools and strategies used to manage a fixed income portfolio.
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