Modern Family Planning
If you’re in your 40s or older, you may remember the big flap when TV sitcom journalist Murphy Brown, played by Candice Bergen, decided to have a baby without benefit of marriage.
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
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-Dealers 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.
Retire Abroad? Not So Fast
Clients interested in overseas retirement need education and advice about the possible pitfalls.
Beating Buy and Hold: A Thinking Man’s Guide to Market Timing
Investors have heard for ages that tactical strategies are a fool's errand. But the results of these high-caliber market timers speak for themselves.