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Even as more planners see opportunities in the rule, a large cohort are reconsidering their careers.

The simple analogy of a boat can help clients understand a sometimes complex investment strategy.

For many firms, it’s the single most important financial transaction they’ll ever encounter. Here’s how to get a big-picture view and also stay in control during the entire process.

Prashant Srivastava is president and co-founder of Evive Health, a personalized health engagement company.

Jon Kyle Cartwright is Senior Research Analyst for Fixed Income at Ameriprise.

The industry organization also recognized the innovative work of money management firms at the 14th annual NICSA/NOVA awards last week in Boston.

The firms sent letters last week praising the Financial Stability Board for shifting its scrutiny of the industry to specific trading activities.

Altering the various components of a portfolio does not improve performance 100% of the time. However, it does improve the outcome often enough that it’s worth teaching your clients the ins and outs of this investment technique.

Three advisers opened a new office for the independent firm, which is affiliated with Raymond James.