Stacy Schultz

The American investor is just as confused about this economic recovery as advisors are, according to data from Morningstar.

Your next generation of clients will require a bevy of new skills. The key—learning to say “no.”

The reasons to buy long-term care insurance aren’t new. What is new, though, is who boomer clients are buying such insurance for: their parents.

Do you know what your clients want? If not, there’s a good reason: The affluent mind has changed.

As the race to rake in breakaway brokers continues to heat up, it seems that independent broker-dealers, are failing to spend on the areas of technology that matter most to independent advisors: customer relationship management and integration.

Advisors spent much of the last two years telling clients not to worry about the day-to-day shifts in the market, that their goals are long-term. But are they applying their own mantra?

More than 800 exchange-traded funds trade daily in the United States. How can advisors choose? Two experts reveal what advisors need to know to successfully use these products.

Many advisors don’t have the practice they thought they would 30 years down the road. That can change—all you have to do is close the gap.

Nearly two-thirds of current ETF owners bought the funds on their own. More than a quarter of them have advisors—they’re just not using them.

Many advisors who are interested in social media are kept on the sidelines by their fear of wasting too much time in addition to uncertainty over the effectiveness of social networking.

Total assets in the U.S. ETF industry fell 5.8% in January from a month earlier.

ETF Securities, the largest provider of exchange-traded commodity products in Europe, hit the $1 billion mark in its four precious metal-based ETFs in less than six months, a milestone considered extraordinary by industry analysts.

While a whopping 84% of asset management firms believe social media will have a lasting impact on financial services, only 48% engage in some form of social media.

Coming off a rough week in the stock market, industry economists look at the status of the global recovery—and the risks and opportunities that lie ahead…commentary from T. Rowe Price, Standard and Poor’s and GE Asset Management, plus this week’s report and corporate earnings calendar.

Experts give advice for using FINRA’s new social media rules as a guide to building your book of business.