Practice

Individual bonds can address some of the interest rate risk found in bond funds. Just make sure the benefits apply to your clients.

Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better.

Charitable lead annuity trusts have become even more attractive because of a recent U.S. Tax Court ruling.

Friction between the generations has been around forever. But does it actually matter in the workplace?

Not all advisors have the talent to be rainmakers, but most can learn to identify and encourage sales skills in others.

Your employees, colleagues and clients have all been shaped by defining experiences. Take the time to learn them.

Make sure you have a plan to reassure clients and keep them on track the next time the markets tumble.

Topics at this Women Advisors Forum event included behavioral finance, tools for working with widows and divorcees, the need for succession planning, strategies for philanthropic giving, ways to get more women into the planning industry and more.

Royal Bank of Canada was ordered to pay more than $800,000 to a U.S. couple over their losses on investments including Lehman Brothers Holdings Inc. preferred stock.

Physicians, lawyers and accountants all have a comprehensive, detailed set of rules or best practices that govern their actions in providing services to their clients. Unfortunately, Steve Atkinson writes, not all financial advisors have a consistent, universal code.