Practice

A new report from the Congressional Budget Office found that the top 10 tax expenditures are distributed unevenly across the income scale, with much of the benefit going to the top-earning 1 percent of the population.

Karla D'Alleva Valas, a managing director of the Complex Asset Group for Fidelity Charitable, says she cringes during her church's services when congregants drop envelopes of what she assumes is cash into the donations basket. Why? Cash is expensive, she told advisors at the Women Advisors Forum in Dallas on Thursday.

What is a “madvocate" and how can you insure they aren't contagious?

Becoming a widow or getting divorced are extreme changes in a woman’s life and they come with extreme emotions. For advisors working with these clients it is critical to understand the role grief plays in the process of making decisions.

Wealth managers who want to grow their business should start coveting their competition’s clients.

When it comes to succession planning, starting early, preparing well and mentoring all help make a transition smooth.

Most clients enter a financial planner’s office with high expectations so it’s important to discuss their views on risk at an early stage in the relationship.

The new hires are part of the firm’s aggressive two-year recruiting campaign to increase the sales force by 50% by the end of 2014.

Investment Company Institute chief public communications officer Mike McNamee is speaking out in anticipation of the Securities and Exchange Commission hearing on money market fund reform.

If you’re like most advisors, plan growth is one of your highest priorities. However, for many, growing a business is an elusive dream or a worst nightmare. The typical advisor spends very little time on outreach, relying instead on referrals or direct-to-plan-sponsor marketing. Ken Haman writes that this “brute force” marketing worked in the past, but plan sponsors have become increasingly unresponsive to it.