Practice

If Congress allows Bush-era tax cuts to expire next year, as many expect, planners everywhere must be aware of the “fiscal cliff” their clients will confront.

If Congress allows Bush-era tax cuts to expire next year, as many expect, planners everywhere must be aware of the “fiscal cliff” their clients will confront.

Fun and optimism work; constant criticism doesn't, said serial entrepreneur Richard Branson at a banking conference.

Informa Investment Solutions, the New York-based supplier of software and solutions for the investment industry, announced Wednesday it will buy Zephyr Associates, Inc, a developer of analytical software tools.

The Investment Company Institute’s Board of Governors has elected ICI Chairman Greg Johnson, president and chief executive officer, Franklin Resources, to serve an additional one-year term.

Despite a market surge, fewer wealthy investors are satisfied with their advisors' performance.

Most households with between $100,000 and $500,000 in investable assets do not have a retirement income plan and have not worked with a financial advisor, presenting a “sweet spot” for asset managers, according to findings from a Cerulli Associates retirement report released on Wednesday.

Although most of your clients are focusing more on retirement planning and taking the necessary steps to prepare, there are some danger signs advisors and clients must be ready for.

Although most of your clients are focusing more on retirement planning and taking the necessary steps to prepare, there are some danger signs advisors and clients must be ready for.

What is your client experience like? The "Referral Doctor," Steve Wershing, asks, have you designed it to be like a fast food chain, or a high-end dining establishment?