Portfolio

As boomers start spending down their portfolios, planners need a new way to stand out.

It’s a great time to become a planner, but success is hardly a given for those just entering the profession, Dave Grant says.

As boomers increasingly retire, both advisors and clients will have to make adjustments and brace themselves for deep impact.

Advisors and their clients may be rewarded for not joining the flight from tax-exempt bonds.

Advisors need to help clients avoid ‘recency bias’ — the distortions that recent, well-publicized events can bring about in their thinking.

It can take a lot of work to set up, but planners who help clients use effective cash flow management can greatly improve their lives.

Industry arguments against the DoL’s fiduciary rule proposal do not consider the digital revolution in financial advice.

There’s a surge of interest in learning more about the complexities of alternative investments. Don’t be left behind.

Index funds, robo advisors and likely Labor Department regulations are all putting pressure on the traditional 1% AUM fee model.

With the pool of next-gen advisors so shallow, firms need to know where to look and what to say to attract new planners.