Practice

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

They were previously part of a team that oversaw $2 billion in assets.

Adding five years to their working years will enable clients to replace their pre-retirement income by up to 90% instead of 60% in some cases.

Some of the biggest changes come when industries collide.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

Advisors at Fidelity, Schwab and other large discount brokerage firms make more money if they steer clients toward more expensive products.

New sections on real assets and passive investing vehicles are coming to the CIMA exam this summer.

The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.

The challenge for Tim Buckley isn’t just managing growth. It’s ensuring they can keep investors’ feet on the ground.

How will companies share their tax windfalls?