Why and When Active Managers Shine
Global market volatility has picked up steam lately, fueled by speculation over the Fed raising rates, a sell-off in German bunds and concerns the Greek debt issue.
Should Advisors Change How They Charge?
Over time, good financial advice can easily make a difference of hundreds of thousands of dollars to a client. So can the way the client is charged for that advice.
Bridging the Advisor-Lawyer Gap
How to build advisor-attorney networks that will generate referrals and benefit clients.
Brigitte Madrian's Power of Suggestion — and How It Improved Retirement
Harvard economist Brigitte Madrian wins the 2015 Achievement in Applied Retirement Research Award for showing how to boost 401(k) participation.
Advisors at a Crossroads
We’re at a crossroads; we’re sitting on the precipice of disaster.
11 Tips for Effective Cybersecurity
Protecting clients’ data and assets is crucial, and advisory firms are ripe for cyberattacks. Follow these tips to help prepare for a data breach.
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.
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.