Recent Stories From This Author
From stolen cell phones to email scammers and hackers, advisors face numerous threats to the security of sensitive client data. Here are a few simple ways advisors can avoid getting hacked.
As longevity increases, advisors must find smart new ways to prepare clients for the cost of an extended retirement.
HighTower has added a Merrill Lynch team with nearly $300 million in assets to its new network aimed at breakaway independents.
Elliot Weissbluth tells HighTower conference attendees that he anticipates headwinds for firms that provide both products and advice and sees no future for small, unsophisticated advisors.
It's hard -- really hard -- to pick investments that outperform over time, Fama, the 2013 Nobel prize winner in economics, told advisors.
A new withdrawal strategy from J.P. Morgan takes real-life spending habits into account and suggests clients could spend more at the beginning of retirement.
As clients live longer, they're looking to advisors for ways to boost retirement income. Here are three strategies to consider.
Here's a snapshot of the best ideas to come out of this year's conference.
So-called robo advisors are shaking up the wealth management industry, but they can't replicate the human touch of actual advisors.
A clear, sustainable withdrawal policy plays a critical role in clients' retirement success. Advisors offer a few ways to get them to stick to the plan.
Advisors demanded that the group help 'draw a line' between financial planners and salespeople, and help them solve other challenges.
Conventional wisdom holds that allocations should become more conservative as investors live int their retirement years, decreasing the exposure to equities. Now research shows the opposite may be true.
Merrill Lynch has scooped up two advisors with $3 billion in assets under management from rival wirehouse giants UBS and Deutsche Bank.
LPL Financial says the pace of new advisors affiliating with the firm has slowed from the levels of late 2013 "in part due to disruptive weather."
Female clients would rather work with female advisors. Is that because advisors aren't doing a good enough job serving all clients?
For those nearing retirement, a market downturn may be something they simply can’t afford to endure. Without enough time to make up for the damage to their portfolios, they won’t be able to afford the retirement lifestyle they had envisioned.
As Septmber draws to a close, we've gathered together the most popular stories of the month. Don't miss the top five.
With the close of September we've compiled the most popular stories from the month. Check out the top five.
As September draws to a close, we’ve rounded up the most popular stories of the month. Don’t miss the top five.
While the coming fiscal debate looms in the background -- along with probable accompanying market volatility -- there are a number of other possible legislative and regulatory items that also affect the insurance and advisory industry.