Financial planning

Investors have no shortage of people to go to for advice. In addition to hundreds of thousands of financial advisors, they can turn to financial websites, blogs and financial shows on television. With such fierce competition, how can advisors stand out from the crowd? Consultant Paul Werlin, president of Human Capital Resources, has a few ideas. In a story in our upcoming May issue, Werlin identifies 10 ways advisors can set themselves apart in a crowded market. Here’s a preview.

On Wall Street and NYLife/MainStay Investments invites you to see the top 10 branch managers of the year for 2011 (IN ALPHABETICAL ORDER).

Securities America, and other firms of varying sizes, are offering comprehensive support programs to lure new advisors, many of whom are trading commission-based firms for independence.

Here’s an interactive slide show featuring the five best-performing growth mutual funds so far this year.

Genworth Financial Wealth Management launched a program offering its advisors access to capital to fund acquisitions and retirement.

Here's an interactive slide show with five tips from ACE Private Risk Services on maintaining adequate coverage into the retirement years.

For bank reps looking to advance their careers, there’s no better news than a promotion or a job offer that’s too good to refuse. Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

Here is an interactive slide show that details the Strategic Latin America Fund's top five countries by percentage of the portfolio allocated to each:

What’s scarier than dying? Outliving your savings, say scores of Baby Boomers. The fear is understandable. Today, healthy 65-year-olds have at least a 40% chance of living into their 90s with health-care costs expected to be a significant challenge. Here’s a 10-point checklist from the Women’s Institute for a Secure Retirement, an education and advocacy group, to help Boomers avoid retirement shortfalls.

Here’s an interactive slide show detailing 5 things you can do to effectively manage client expectations and risk tolerance, enhance relationships and protect your firm's value.

Here’s an interactive slide show featuring the 5 worst-performing Dow stocks so far this year.

By any measure, the first quarter of 2012 was a very good one for investors. Here’s an interactive slide show featuring the 5 best-performing Dow stocks so far this year.

Wealthy clients are more likely to be sued, but excess personal liability insurance doesn't have to cost a fortune.

Not every present a taxable one, according to the IRS.

Raymond James managed to straddle both the RIA and employee channels, placing second in both.

You don’t have to act like Alec Baldwin in Glengarry Glen Ross to close a sale. But you do have to know a little something about human nature and psychology. Here’s a preview of an upcoming story in our April issue called “The Art of the Close” by Rick Rummage.

What was supposed to be the day of its greatest celebration became the day of its greatest humiliation. Here's a blow-by-blow recap of how and why everything went so terribly awry and, perhaps, signs that the company designed for "making markets better" is righting itself.

Want to see your revenue leap within 30 days? Focus on the clients who produce most of your revenue. In our upcoming issue of BIC, you can read consultant Todd Colbeck’s advice on how to segment your book of business to do just that. Meanwhile, here is a high-level overview.

For bank reps looking to advance their careers, there’s no better news than a promotion or a job offer that’s too good to refuse. Here’s a sampling of bank reps who were either promoted or moved to new organizations to assume roles of greater responsibility in recent weeks.

Here's an interactive slide show about how to deal with the numerous it-takes-money-to-make-money types of paradoxes you run into when trying to start up your own RIA firm.