Joseph Lisanti

Exchange-traded funds offer advisors a way to be aggressive when they spot an opportunity in the market.

Exchange-traded funds offer advisors a way to be aggressive when they spot an opportunity in the market.

With money market funds yielding just 0.01%, even 1% inflation can erode a nest egg. Here's how planners can work with fearful clients who want to keep most, if not all, assets in cash.

With money market funds yielding just 0.01%, even 1% inflation can erode a nest egg. Here's how planners can work with fearful clients who want to keep most, if not all, assets in cash.

At Delaware Dividend Income Fund, lead manager Bob Zenouzi invests with an eye toward valuation and dividend increases.

Investors looking to acquire dividend-oriented equity funds must navigate a number of portfolio options -- and a related set of challenges.

The insurance needs of ultrawealthy clients differ from those of the average client and the insurance industry has developed special products to meet those needs.

The insurance needs of ultrawealthy clients differ from those of the average client and the insurance industry has developed special products to meet those needs.

High-net-worth clients may be concerned about various threats to their security. Here are some ways advisors can help.

High-net-worth clients may be concerned about various threats to their security. Here are some ways advisors can help.

To protect clients, make sure you understand the difference between regular dividend increases and "extra" or "special" dividends.

Even the wealthiest can't give to every worthy cause. Here's how advisors can help evaluate the options.

Even the wealthiest can't give to every worthy cause. Here's how advisors can help evaluate the options.

It's not just young investors with few resources who go online to research advisors. Even HNW individuals will check out your cyber bona fides.

It's not just young investors with few resources who go online to research advisors. Even HNW individuals will check out your cyber bona fides.

While many HNW individuals can count on a fairly steady income from an ongoing business or a successful professional practice, entertainers and athletes can have highly variable incomes. Here’s how advisors can help.

While many HNW individuals can count on a fairly steady income from an ongoing business or a successful professional practice, entertainers and athletes can have highly variable incomes. Here’s how advisors can help.

Advisors must consider whether bank stocks pose a particular risk to dividend-focused clients.

Contrary to popular belief, there are some tech stocks that offer dividends for a client portfolio. Here are a few ways to find them.

These income-generating equities tend to behave differently from other stocks. They may deserve a portfolio allocation of their own.