Portfolio

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

On campuses nationwide, a pragmatic alliance between financial planning professors and working advisors is bringing about big changes in curriculum.

Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.

Advisors should highlight their skills on a personal level to separate themselves from digital counterparts.

If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.

The new budget agreement eliminates the spousal benefits aspect of the file-and-suspend claiming strategy; Plus, clients are advised to contribute to a tax-advantaged health savings account before reaching the age of 65.

Two thought patterns guide our financial thinking. You should learn to listen to one of them, says Allan S. Roth.

Focus on the those who exhibit self-discipline and lead balanced lives.

8 tips for advisors on getting their message out.

Advisors typically aim to capture client’s children, but often it’s the parents of clients who need the most help.