Updated Wednesday, May 22, 2013 as of 5:42 AM ET

Some advisors find being an employee offers fewer hassles and more time with clients.

If your firm's home page looks like it's stuck in the 1990s, you're likely driving away prospects and employees. Here are 7 rules for making an upgrade.

First, seek out big challenges. Then figure out how to overcome them.

by: Bob Veres

If we want uniform rules on investing recommendations, why stop at advisors?

Think success brings happiness? That's not the way it works. In fact, it's the other way around.

Despite turmoil, Africa and the Middle East have solid, long-term investment prospects, says the manager of the T. Rowe Price Africa & Middle East Fund.


A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble?

Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.

Successful planners usually have a well-defined sales process for turning prospects into clients.

by: Jim Grote

A former FPA chairman believes an international viewpoint can help advisors cope better with regulatory burdens.


Professional image is a balancing act: Not too chic, but not too shabby. Here's how 6 planners walk the line.

Living abroad seems like an inexpensive option for some prospective retirees, but there are many issues to consider.

For some planners, there is nothing more difficult to answer than, 'Do you have long-term care insurance?'

Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well.

A catalog of some of the nation's top planning schools is a resource for both planners-to-be and today's advisors

As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators.

Several recent trade conferences show that advisory firms are seeking more from their technology vendors.

HighTower has gotten a big boost by working with independents. Can it keep up the momentum?

Take care of your clients' futures as well as your own.

by: Ann Marsh

In the overheated atmosphere of Silicon Valley, investors need to hedge their bets.

Planner confidence gaining, assets shift further into equities from cash

Regulatory
Restoring Investor Trust
Guides and Supplements
30-days-30-ways-2013
pro-bono-awards-2013

Current Issue

The May Issue is now online!


506515_Business Gold Rewards Card from American Express OPEN
TWITTER
FACEBOOK
LINKEDIN
Quick Polls
Are You Considering Changing Firms This Year?
Yes, to Another Wirehouse or Regional Firm.

14%

Yes, Considering Independence.

14%

No.

71%

Industry Events

May 22, 2013 | Boston, MA

May 28, 2013 | San Francisco, CA

June 5, 2013 | Hollywood, FL

June 12, 2013 | Chicago, IL

June 20, 2013 |

Already a subscriber? Log in here