Financial planning

With money market funds yielding just 0.01%, even 1% inflation can erode a nest egg. Here's how planners can work with fearful clients who want to keep most, if not all, assets in cash.

With money market funds yielding just 0.01%, even 1% inflation can erode a nest egg. Here's how planners can work with fearful clients who want to keep most, if not all, assets in cash.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

What’s changed over the past year in constructing the right portfolio for our clients? Absolutely nothing. Here are the keys to portfolio construction, this year and next.

What’s changed over the past year in constructing the right portfolio for our clients? Absolutely nothing. Here are the keys to portfolio construction, this year and next.

'The single most important driver of value by far is growth,' says Dan Seivert, CEO of Echelon Partners.

Vanguard researchers added up the benefit to clients of having smart financial advice. Here's how the numbers work out.

The value of advisory firms is now being driven by growth, cash flow and risks, says investment banker and consultant David DeVoe.

Bank Investment Consultant unveils its annual Top 20 Program Managers, designed to recognize the most successful bank and credit union program managers on several criteria.

Donald Runkle, who spent nearly 11 years as Raymond James Financial Services' chief compliance officer, resigned; the firm provided no explanation for the departure.

These strategies can help advisors achieve annuitylike results while cutting out intermediaries and increasing returns.

SEC Chairman Mary Jo White also lamented the commission's inadequate oversight of the RIA sector amid limited resources and an understaffed team of examiners, telling lawmakers she hopes to expand the examination staff through a $1.7 billion appropriation.

The Cypress Group, a former Morgan Stanley team that managed about $740 million in assets, has left the wirehouse to join Integrated Wealth Management.

As his biggest IBD acquisition closes, Nicholas Schorsch predicts more big-ticket M&A deals during a Milken Institute session; another panelist warns of inflated price tags and bad behavior.

Deal adds over 6,600 financial advisors, giving RCS the country's second-largest independent network by advisors.

While new rules and higher stock market returns have increased clients' tax liabilities, only 29% of advisors say they've initiated a conversation about the matter in the last quarter.

At Delaware Dividend Income Fund, lead manager Bob Zenouzi invests with an eye toward valuation and dividend increases.

Advisors often need help developing the skills required to build a growing firm.

Here are three steps you can take to leverage the power of LinkedIn to produce leads and grow your practice.