Advising the Squeezed ‘Sandwich Generation’
Clients supporting both parents and kids pose unique challenges and opportunities.
How Much Income Do Retirees Really Need?
Do percentage-based rules of thumb for replacing pre-retirement income — say, 80% — make sense? Michael Finke weighs in.
What Advisors Should Know About 80% of American Families
Married parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
What Makes an Advisor Blog Great?
Blogging can give a powerful boost to a financial advisor's career—if done right.
How Advisors Should Explore the Social Media Universe
Luddites loathe it; old-school types dismiss it. George Clooney scorns it. Nonetheless, the digital parallel world opens a new frontier of financial marketing and communication.
The Retirement Risk That the Models Miss
Consider the implications of “sequence of consumption” risk
The 2015 Broker-Dealer Reference Guide
Over the 35-year history of Investment Advisor, the brokerage industry has seen monumental changes.
Marketing Matters to Firms That Want to Grow
For many advisory firms, deliberately focusing on attracting new prospects and converting them to clients is a function that is all too convenient to ignore.
Thriving in Tomorrowland: How Advisors Can Adapt to Change
Forty-five years after Alvin Toffler warned us of future shock, four experts suggest how to prosper in today's tsunami of change.
Retiring? Then It’s Time to Move
Surprising insights emerge about when, where and why retirees relocate, Michael Finke writes.