The 2014 BDOTY; Collaborative Divorce; A Solution for the Human Capital Crisis: IA September Features—Slideshow
In the September issue of Investment Advisor, we present the 24th annual Broker-Dealers of the Year.
Regulating Cybersecurity; Understanding Social Security: June Investment Advisor Features—Slideshow
Protecting their personal information, much of which is stored online nowadays, from hackers is an important individual responsibility, but for financial advisors there is an added responsibility to protect their clients’ data from thieves.
Under the Hood: Reverse Mortgages—What You Need to Know
Fred Thompson and The Fonz may extol the benefits of reverse mortgages, but the reality is quite different. Here's how to assess this product.
2014 IA 25; Why Clients Fire You; Advising Doctors: May Investment Advisor—Slideshow
It’s that time of year again.
When It’s Time to Run, Not Walk, to Independence
Advisors Traci Richmond and Mike Patton talk about why, how and how not to make the big move.
Perks of Going Indie: Recruitment Bonuses, Higher Payouts, Supportive CEOs
The world of independent RIAs and broker-dealers is wider and deeper than many advisors suspect. On Wednesday, a ThinkAdvisor trade show will help you navigate.
‘Dangerous’ Time for Stock Bears, Federated Warns
The firm says high-net-worth investors are on board and embracing dividend-oriented portfolios, contrary to advisors' assumptions.
RIA Growth Inevitable as Brokers Go Indie: S&P Capital IQ
Brokers’ move to independence is one of the fastest growing trends in wealth management, and RIAs are poised for more growth, S&P Capital IQ says.
Why It’s Getting Easier to Win New Clients
A new report from Russell Investments found the “overwhelming majority” of advisors optimistic about client acquisition in 2013.
The Elevator Speech That’s Sure to Fail: New Genworth Practice Management Book
Consider two financial planners, both of whom specialize in working with doctors, making their 'elevator speeches' at a cocktail party after a medical conference. Which pitch works best?