Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...
Strategies for Firm Growth; How to Start a New Firm: November Investment Advisor Features—Slideshow
The days when a firm could rely on one advisor reeling in new clients for growth are over, Angie Herbers says in the November issue of Investment Advisor.
Enjoy It While It Lasts
During my 30-year career as a financial journalist (wow: that's sobering), I’ve witnessed four major market downturns: in 1987, 1991, 2001 and 2008.
Liquid Alts; Women and Money; Growth by Design: Investment Advisor August Features—Slideshow
After stocks’ performance the past few quarters, some investors might be tempted to stick with what looks like a good thing.
How Advisors Dodged ’08 Meltdown: FA Insight Study
Congratulations, advisors. The years since the financial crisis were a struggle, but you made it work. FA Insight has the numbers to prove it.
Embracing Volatility; Untangling Ownership; 2013 People and Pay: January Investment Advisor—Slideshow
We kick off 2014 with a look at volatility and how advisors can manage it in our January issue. Ben Warwick looks at liquid alternative funds and what they can do for clients’ portfolios.
Devaluing Succession; People And Pay Pay-Off; A Kinder, Softer Planning Process: November Investment Advisor—Slideshow
What does an advisor have to do to ensure a successful transition with an internal candidate?
Owner-Advisors Are Their Own Worst Enemies
The 2013 FA Insight Study of Advisory Firms shows that an owner-advisor’s biggest hurdle is himself.
Advisors as Servant and Leader, Preventing Wire Fraud and More: August Investment Advisor—Slideshow
Charles Ellis, the best-selling author, consultant and Ivy League professor who founded Greenwich Associates, has some simple advice for advisors who want to grow strong firms that should be obvious but frequently isn’t: Be a good leader and serve your mission well.
How Growth Can Ruin Your Firm—and How to Prevent It
FA Insight reveals the results of their latest study, and what it means for an advisor's future.