Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution.
A strong leadership plan will not only help you identify the right successors, it is also the centerpiece of any successful transition.
Instead of fighting against bad proposals, shouldn't the RIA community be proposing better alternatives?
Improve your efforts to attract affluent clients through LinkedIn and Facebook (and not Twitter).
A proposal to deal with RIAs' regulatory advantage over independent broker-dealers.
Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise?
Robert Shearer of BlackRock believes companies that pay dividends have discipline and staying power.
John Bogle, the legendary champion of index funds, believes advisors add value - and it's not in trying to beat the market.
They may seem overwhelming to plan, but marketing events can be very effective to thank existing clients or find new ones.
In a litigious era, planners need to be able to prove that they proceeded prudently.
It takes plenty of schooling and savvy to coach executives.
It's not always easy to work with highly successful business owners, but the effort can be rewarding.
Some people who seek the help of a planner have rigid ideas that clash with their advisor's approach.
After the economic crisis, VA issuers go back to the basics, designing new products intended to avoid volatility and basis risk.
FP's new Retirement Advisor Confidence Index will help planners gauge industry business conditions
New software from Fiserv enables an independent advisor to create a detailed case to persuade a wary client.
Whether you are relatively new to the planning business or have been in the profession for decades, odds are you have lost potential clients as a result of mistakes made at a first meeting.
Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.
A bitter dispute between a father and two of his children underscores how vital it is to review estate plans annually.
A program agenda that's designed to inspire
CPA teaches other accountants to also become planners.
Initial reading of 48.7% shows a modest contraction in business activity
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