How to Start Your Own RIA Firm
So you want to be an RIA? Here are the business and legal considerations to address before hanging up your shingle.
The New Retirement Dream: Relocation
Moving where money goes further has gained popularity as a retirement strategy.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
How to Blend Active and Passive Investing Strategies for Better Outcomes
Advisors historically invested exclusively in either active strategies or passive strategies, rarely using them together.
Jeff Brown Tackles Tough Annuity Questions
Why don't more people annuitize? How should retirees fund their health care? Economist Jeffrey Brown has studied these difficult questions and more, Michael Finke writes.
Experimenting With New Compensation Models
The variety of fee structures is growing, as advisors fine-tune offerings for a changing client base.
Should I Stay or Should I Go (Independent)?
There are a lot of issues to consider before making the move from a wirehouse or bank to an independent advisor.
Collaborative Divorce: A Win-Win Dissolution
Remember Kramer vs. Kramer? The War of the Roses? A newer divorce process is much kinder to clients and their finances.
Advisors’ Human Capital Disaster
Three overlooked trends are already playing out with the potential to make the advisory industry's talent shortage a catastrophe, recruiter Jon Henschen writes.
Clearing Firms Join the Robot Race
Robo-advisors and other new technologies are transforming the clearing space.