Portfolio

When it comes to technology, advisors need to focus less on increasing efficiency and more on engaging clients.

Former wirehouse complex manager Tony Sirianni launches Sirianni Strategy Group, a consulting and marketing firm, to help independent firms attract wirehouse advisors.

A clear, sustainable withdrawal policy plays a critical role in clients' retirement success. Advisors offer a few ways to get them to stick to the plan.

Investors not only want advisors to earn extra credentials, but they want advisors to work to maintain those credentials, a new study by IMCA finds.

Prospect theory suggests that investors feel more pain from an investment's decline than pleasure from its rise, and advisors can incorporate this into their interactions with clients.

Advisors demanded that the group help 'draw a line' between financial planners and salespeople, and help them solve other challenges.

It's clear that leverage was one of the main culprits of the financial meltdown, but what other factors were at play?

IMCA is updating the curriculum and exams for its CIMA certification to better prepare advisors for a changing industry, the association said at its annual conference.

Planners who work with service members and veterans say the U.S. military could do more to help soldiers in financial straits. Here are their recommendations.

Conventional wisdom holds that allocations should become more conservative as investors enter their retirement years, decreasing the exposure to equities. Now research shows the opposite may be true.