Are Financial Advisors Failing Athletes? Austin Philbin, of Dynasty Financial Partners, explains why athletes are often led astray when it comes to finances -- and suggests how advisors can do a better job working with them.
Take advantage of the latest features we've made available to you in the new Financial-Planning.com. At Financial Planning we are dedicated to the needs of the independent financial planner. Personalize your experience by taking advantage of our new iFP section and receive news, opinion, expert advice and practical business building ideas delivered to you anytime, anywhere.
Satisfied With Your Custodian?
Registered Investment Advisors (RIAs) value independence. Yet some feel like theyre going it alone when it comes to their custodian. How well does your custodian support you and your business?
This guide can help you determine whether its time for a change as well as what questions to ask a new provider when youre ready to make a switch.
After an off year clouded by investors concerns about future tax policy, ClearBridge's outlook for MLPs is again brightening. Oil and natural gas production are both ahead of estimates and the resulting infrastructure build-out is continuing.
Confronted with the stark realities of income investing now, affluent investors all over the world are rethinking their approach, notes Legg Mason's just-released Global Income Survey. Yet the Survey also found income investors hungry for more knowledge and ideas -- creating opportunities for savvy financial advisors.
How can advisors build a profitable practice in the digital age? What are the big challenges and opportunities?
Following the Financial Planning Associations (FPA) National Conference in San Antonio in October 2012, seven thought leaders in the independent financial services profession presented their views in a roundtable discussion. The 60-minute conversation was a spirited debate. A frequent contributor to Financial Planning magazine and Financial-Planning.com, Marie Swift moderated the discussion. This paper presents just a few of their important insights and observations. Download the paper now.
The Investment Adviser Association and National Regulatory Services are pleased to present our twelfth annual Evolution Revolution report a profile of the SEC-registered investment adviser profession. This report identifies significant trends and developments based on information that investment advisers are required to file with the U.S. Securities and Exchange Commission.