Wealth management

As lifespans lengthen and the housing market rebounds, some advisors are reconsidering real estate as a long-term investment for their older clients.

The mutual fund and ETF industries are creating new products that could offer the benefits of hedge funds without the high fees and minimums.

Unaddressed problems can lead to group dysfunction, but having a difficult conversation can nip the problem in the bud and keep the office a productive workplace.

Emily Pitts, general partner at Edward Jones, relates how she found her calling in educating clients about financial planning.

Readers asked if a branch manager is allowed to telecommute. Alan J. Foxman has the answer.

With FINRA likely to impose some kind of compensation disclosure rule this year, advisors need to think about how best to explain how they get paid to their clients.

With hedge fund advertising on the way, the impact on the industry and advisors remains unknown.

The CFP Board now has two big industry players backing its effort to increase the number of female financial advisors.

Execution for prospecting events is critical, advisors heard during a session that included both tactical tips and specific ideas at the TD Ameritrade Institutional national conference.

Mainstay Capital Management specializes in helping auto industry employees manage their retirement accounts.

Client investments in emerging markets, China and Japan should be watched closely by financial advisors, according to global markets experts speaking at TD Ameritrade Institutional's national conference.

The CFP Board plans to show off new ads for its extended Let's Make a Plan publicity campaign.

You've finally hired some smart young associates. Consider these ideas to make them as productive as possible.

Advisors who don't enhance the client experience are doomed to become "the travel agents of the future," according to Ron Carson, founder and CEO of Omaha-based Carson Wealth Management.

FSI President and CEO Dale Brown would rather see a consultative approach from the regulators on minor missteps, or what he calls the "administrative foot faults."

President Barack Obama’s new retirement accounts lack the most popular features of 401(k) plans. They offer no matching contributions, no prospect for eye-popping returns and no track record of employer support.

At the group's national conference in Orlando, president Tom Nally announces several new initiatives aimed at helping advisors expand their businesses.

Advisors can no longer expect to hire only seasoned, mid-career professionals with an established book of business, industry experts say.

President Obama's announcement of a new retirement plan for low- to middle-income Americans drew reactions ranging from hopeful praise to scorn from advisors who say many big questions remain to be answered.

President Obama's proposal for encouraging low-income Americans to set money aside in accounts with tax advantages is a limited step that may help bolster retirement savings.