Dave Lindorff

It has become increasingly difficult to time the market.

If project goals are exceeded, these offerings provide an extra interest payment.

Nobel laureate Robert Shiller says these products could offer both investors and issuers a number of real advantages.

In an industry full of late adopters, being on the cutting edge can win young clients.

Technology is great, but communication is central to good business.

It's not just for December, but a smart approach throughout the year.

Even alternatives must be readily convertible to cash.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

Pair a staffer junior with a senior advisor; they just may come up with something.

The key is creating a portfolio that clients will stick with through thick and thin.