Advising the Squeezed ‘Sandwich Generation’
Clients supporting both parents and kids pose unique challenges and opportunities.
Housing Market Mixed: Time to Buy or Hold Off?
Does the decline in new home sales for June and downward revisions for April and May signal that the housing rally is slowing?
How to Stop Clients From Ruining a Vacation Home Purchase
Sarah Halpin of Wells Fargo says that when a client wants to buy a vacation home with friends, the experience can become a huge headache.
Seen and Heard: Get the Word Out to Get Women in the Industry
Pershing's Kim Dellarocca, consultant Angie Herbers and others on how to boost the number of female advisors.
Americans’ Top Concern: Sex or Money?
A quarter of affluent couples say money worries affect their libidos, a survey finds.
College Major Change: How to Ease Pain of Lost Time and Money
CFP Board's Blayney and others on how to help clients when their kids’ change in major results in more time and money spent on education.
Room to Grow: How Advisors’ Approach to Women Might Hurt Their Business
Since word got out on the street that women are the demographic du jour, financial advisory firms, large and small, have been making a dedicated and concerted—aggressive, even—effort to cultivate a female clientele.
Where Are All the Women? October Investment Advisor–-Slideshow
For our October issue, we took a special look at women and their place in the financial services industry.
8 Back-to-School Planning Tips for Advisors (and Their Clients)
A chance for advisors to connect with the next generation...
4 Financial Planning Steps for New American Citizens
Apropos of the July 4th festivities, much will be new this holiday for recently naturalized U.S. citizens.