How I Met My Client: Charles Barkley
Raymond James advisor Glenn Guthrie talks about how he landed the former NBA player as a client.
50 Ways for States to Tax Residents
Which states have the lightest tax burden? The answer isn't as straightforward as it seems.
Is Out of State Retirement Right for Your Clients?
Your clients may have most of their ducks in a row – retirement accounts, life and health insurance, Social Security and asset draw-down strategies – but have they decided for sure they'll be staying in place?
Boomers’ Newfound Freedom Changes How They See Home
Around age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
12 Best & Worst Broker-Dealers: Q4 Earnings, 2014
Here’s how some of the biggest firms’ earnings compared over the fourth quarter.
Stifel-Sterne Agee Deal Is a Go for $150M
The merged firm should have more than 2,830 advisors and $200 billion in client assets.
Stifel Moves to Buy Sterne Agee: Reports
The reported deal means Stifel could soon top 3,000 total advisors and $200 billion in client assets.
Rainbow Warriors: Working With LGBT Clients
Investment Advisor’s February cover story focuses on how LGBT clients need help protecting their finances from a blitz of varying state laws.
Key Congressional Committees Get New Leaders
The start of the new GOP-controlled Congress brings with it new faces to key congressional committees that hold sway over a variety of issues impacting advisors.
NFL Players Turned Advisors Commend Cardale’s Career Move
Advisors with pro sports experience sound off on Sunday's Super Bowl and Ohio State quarterback Cardale Jones' desire to become a financial planner.