Financial planning

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.

Here's how advisors, brokers and firms can measure their return on investment in social media.

Here is a succinct list of ingredients for advisors and brokers who want to get seriously involved in social media.

If you’re getting serious about social media, here’s the regulatory landscape, as of March 2012.

Here's an interactive slide show detailing some favorite (mainly fixed-income) techniques seven planners are using to boost returns in client portfolios:

Given uncertainty around soon-to-expire tax cuts, what can advisors do now? Here's an interactive slide show in which five planners discuss some top tax strategies.