The 13 Anchors of Collaborative Divorce
Before undertaking collaborative divorce, spouses must agree to these “13 anchors” of the process.
The Freewheeling Life of the Virtual Advisor
What early adopters are finding on the advisory field's online frontier.
New Hire Roundup: Altegris Names Murphy Deputy CIO
Also in new hires, Lindsey and Lindsey adds Christina Lindsey Orta, and former Gov. David Paterson joins IFS Securities.
In Financial Data, Small Is the New Big
While big data is here to stay, forward-thinking advisors are finding a wealth of relevant information right in front of them.
10 Best & Worst States for Retirement
Taxes, sunshine and health care are among Bankrate's critera for picking a good place to retire.
U.S. Debt Path ‘Unsustainable’ Thanks to Social Security, Health Care: CBO
The Congressional Budget Office predicts rising debt and growing budget deficits in the next 25 years.
Rep. Waters Calls for Hearing on Advisor Exams
The top Democrat on the House Financial Services Committee wants a hearing on ways to boost advisor exams, including her user fees bill.
Top 20 States for Private Equity Investment
An analysis by a private equity group ranks states by investment value and number of investments.
13 Best & Worst 529 College Savings Plans of 2014: Morningstar
ThinkAdvisor whittled down Morningstar’s look at 84 college investment plans to see which ones do it right — and wrong.
How 5 Advisors Prep 401(k) Clients for Next Market Crash
Every bull market comes to an end. Here's how five advisors are getting their 401(k) plan clients ready for a market turn.