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Female financial planners heard several smart ways to expand their practices, develop specialties and better help each other and their clients at SourceMedia's Women Advisors Forum in San Francisco.
November 26 -
Many investors would like to own high-yielding stocks that have very low risk. Unfortunately, in the real world, such beasts are extremely rare. The following 10 stocks are the current yield champs in the S&P 500 index.
November 18 -
How much money could the U.S. government potentially save by providing additional financial planning to service members?
November 10 -
An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.
October 31 -
Top wealth managers share how they set strategic priorities, keep initiatives on track and get staff engaged in the process.
October 30 -
In a room full of some 1,000 financial planners only about a dozen raised their hands when asked if they like their profiles. LinkedIn exec Jennifer Grazel offers advice on how advisors can make the most of this tool.
September 30 -
Clients searching for income? Here's a look at the 10 biggest dividend payers this year.
September 24 -
How fair are the tax systems in the states your clients live? That, of course, depends on how you define "fair." Based on a new study that claims to do just that, here's how state tax systems stack up.
September 17 -
Finished your beach reading yet? Our Summer Reading List was so popular that we put together a sequel. Here are 10 of the top-rated books for financial advisors on Amazon.com. Enjoy these helpful titles on a getaway -- whether it's on the beach or on a business trip.
July 28 -
We've talked with advisors and industry experts to compile a list of the top books you should be sure to read this summer. The return on your investment will be intangible, but substantial -- enjoy your vacation!
July 14