A great wealth transfer may indeed be looming, but
advisory firm executives are still focusing their creative energy on
their boomer (and older) clients. read more »
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For the
head of Ameriprise Financial's Personal Advisors Group, the ultimate
compliment is to have a client turn to his planner in time of crisis.
read more »
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NAPFA
named a management consultant as its new CEO, succeeding Ellen Turf, who
held the post since 2002.
read more »
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In these
low-yield times, dividend-paying stocks have obvious appeal. Payouts may
be as high or higher than bond yields, investors have growth potential,
and the tax treatment can be favorable. Given these advantages, why not
go one step further and look for dividend-paying foreign stocks?
read more »
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Advisors
have not done enough to prepare the majority of wealthy investors for
long-term care costs and financial support for extended family,
according to a study conducted by U.S. Trust, a unit of Bank of
America.
read more »
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What will
happen if 1994's sudden burst in interest rates repeats itself?
read more »
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Conditions
have improved and tail risks have waned...but will it be such a straight
upward shot from here?
read more »
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an Advisor for Their Pro Bono Achievements
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Honorees will be announced in August. Nominate an advisor or team of
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