Recent Stories From This Author
If advisors really want to grow their businesses, they must determine which of many outreach strategies work best for them.
Year-end tax planning isn't necessarily a good reason to bring up charitable planning with your clients.
Is your team as strong as it could be? Here's what the best advisor teams do to stay on top.
ďIn my experience, 90% of advisors donít have any goals or any plan to reach those goals," says one practice management expert. But there are plenty of reasons you should.
Increasingly, advisors and brokers are working in teams to capture the many perks it offers their clients and their businesses.
For many advisors and their clients, this practice has evolved from a strictly year-end affair. But does it pay off? Is it over-hyped?
Canada is a huge country, and it is also the U.S.'s largest trading partner. Yet, odds are that you and your clients donít have any pure Canadian investment assets in your portfolios. You might want to reconsider.
Advisor and former U.S. Air Force pilot Wayne Edwards discusses how to survive a bank failure. And how flying still helps him as an advisor.
The SEC plans an enforcement action against a former Wells Fargo compliance officer for altering report.
For every case of elder financial abuse that makes its way to law enforcement, there are 24 others that never get reported. Some advisors are going above and beyond to look after their older clientsí financial interests.
Chad Ragland decided to go into the Army during the Vietnam War instead of teaching English in Tahiti with the Peace Corps (an option that was open). And he's never regretted it.
An S&P report finds investors who turn to actively managed mutual funds or ETFs for international exposure arenít getting their moneyís worth, but some experts disagree, pointing particularly to small-caps.
Advisors can help clients achieve foreign diversification in their portfolios by buying U.S.-listed companies with major overseas footprints. Is it enough?
With NATO and Russia at loggerheads over a civil war in Ukraine, Britain facing the possible secession of Scotland and the Euro sinking, it might seem odd to think about investing client assets in Europe. But think again, some experts say.
Should advisors be looking at a China that promises investor riches or a China that bodes disaster?
With 10-year Treasuries paying only 2.37%, and CD's offering investors even less, finding income for clients remains a challenge for advisors. Do European large-cap stocks hold the answer?
The cost of health care for retirees is a cause for concern, if not outright panic, for millions of Americans. But when you comb through the numbers, itís not always so bad.
You may be buying more capability than you need or can use. The goal, after all, is better serving clients, not having a whiz-bang automated office.
Advisors could be leaving tens, even hundreds, of thousands of dollars on the table if they don't inquire about clients' and their parents' veteran status.
Sooner or later, every advisor is likely to have a client who needs help in planning for a special-needs child. Here are some important considerations.