Recent Stories From This Author
Frustrated by clients who love to armchair quarterback? We've got the results of chasing a 'perfect' portfolio.
The firm was praised for its client marketing materials at the annual Retirement Income Industry Association conference. Allianz and Principal were also honored.
Sheryl Garrett considers the future for her low-cost firm. Can she maintain a feeling of community while ensuring its long-term survival?
As we honor our Influencer Award winners, consider the varied skills essential to being an industry leader.
The Financial Services Institute launched an online social community on Tuesday modeled in part on LinkedIn and aimed at allowing advisors to network and connect privately.
How are you preparing clients for the cost of possibly living into their 80s, 90s or 100s?
Sheryl Garrett says privately held firm or group, such as Vanguard or NAPFA, or a major benefactor, would be ideal match for her low-fee firm.
Rules, as they say, are made to be broken. Yet as financial planning has grown as a profession, collective thinking has coalesced around a few solid pieces of advice. A panel at the Morningstar Investment Conference on Friday set out to debunk some of those rules and establish new guidelines. Here are a few of the biggest myths they tackled.
Despite a challenging environment in the hunt for yield, three prominent money managers told advisors and investors that it is possible to do better than the historically low rates many have settled for.
Building a well-diversified portfolio requires some "real assets," which has some advisors examining investing in unique global commodities.
As advisors work to diversify client portfolios, they may need to pay more attention to the percentage devoted to emerging market equities versus emerging market debt.
Wealth managers need to upgrade their strategies for working with clients coping with grief or risk losing them to other advisors.
Social media is starting to shake up the world of wealth management, but amid some big success stories, many advisors are unclear whether it’s worth their time.
Using its muscle to influence the debate as federal officials gear up to establish tighter regulations on the advisory world is the Financial Services Institute’s top priority this year, organization executives said Tuesday at the group’s annual conference.
The shaping of this year's list reveals plenty about the shifting dynamics of the RIA industry.
Hurricane Sandy swamps our annual tech issue, leaving us stranded - but we're rescued by technology
Amid the abrupt resignation of CFP Board chairman Alan Goldfarb and allegations of improper disclosure, veteran planner Nancy Kistner takes over leadership of the organization.
Alleged violation centers on how his compensation was reported, he tells Financial Planning. ; CFP Board says Goldfarb ‘is not correct’
Two members of CFP Board’s disciplinary and ethics commission also resigned; chairwoman-elect Kistner will start her term early.
A catalog of some of the nation's top planning schools is a resource for both planners-to-be and today's advisors