Practice

Jacques Longerstaey has joined F-Squared Investments as a senior vice president of investments.

Social media offers an increasingly powerful way to communicate with clients and prospects, yet many advisors aren’t taking advantage.

The Internal Revenue Service reported that audits of individuals topped 1 million in fiscal year 2012 for the sixth year in a row, a coverage rate of 1.03 percent of all tax returns filed, while audits in the upper income ranges remained substantially higher than other categories.

Recent events make fundamental tax reform, already a heavy lift, much less likely.

A client advisory board is a powerful tool advisors can use to better understand their clients and receive feedback on how to be more attractive to their ideal client.

Helping other businesses can help you, too.

The Financial Stability Oversight Council has extended the comment period for proposed recommendations for money market mutual fund reforms.

As a tool for advisors, Riskalyze is new to the scene. The original risk profiling product was meant for individual investors, but a professional version specifically for investment advisors was recently launched.

A lot of time, effort and money is spent on discovering if a prospective team member will “fit” and determining if a new member’s personality or behavior will be complementary to those already on the team. Ken Haman examines what "team harmony" really means.

Keeping in touch with clients on a regular and timely basis is crucial. Whether you're facing market swings or macro issues, if you aren’t in front of your clients with information, they’re probably on their way to you with questions.