Wealth Think

There's a lot of passion among advisors who, I think, suspect that there will eventually be standards that don't include them.

Planning for retirement isn’t just about hitting the “magic number.”

Pretirement described was supposed to be for those who were somewhere “between the rat race and the rocking chair," but over the last few years, the concept - if not the name itself - has begun to take hold among a much broader – and younger - group.

In this environment, it is all about specialization and outsourcing. A good retirement plan recordkeeper can allow financial institutions to focus on key customer differentiators

About 21.5% of all financial planning firms offer telecommuting as a benefit to employees, according to the 2010-11 Financial Planning Salary Survey from the FPA.

In investing as in love, jumping from partner to partner will eventually lead to misery, more risk and lower returns.

What’s a wirehouse advisor to do in this uncomfortable situation? And there’s more on the fiduciary standard.

Women want a quality relationship with their advisors that involves interpersonal, relationship-driven factors. What does that translate into in your practice? It starts by listening.

Having attended hundreds of practice management and motivational sessions at various conferences over the years, it has become clear to me that most of our roadblocks to business and personal success are (get ready to wince) self-created.

Last year saw a 22% increase in M&A worldwide, and another 36% increase is expected this year, according to Thomson Reuters.