Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
While advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
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...
Looking Ahead and Managing Change: 35 Years With Investment Advisor—Slideshow
This year is the 35th anniversary of Investment Advisor.
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.
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.
Three Really Good Pieces
Good journalism not only educates and informs, it challenges the reader to rethink previously held beliefs.
Katty Kay, one of the two authors of “The Confidence Code,” told us she had always felt that others were slightly smarter than she was.
The 2014 SMA Managers of the Year; Dealing With Depression: Investment Advisor July Features—Slideshow
Once again, Investment Advisor teamed up with Envestnet | PMC to spotlight some of the top separately managed account managers in the business.
2014 IA 25; Why Clients Fire You; Advising Doctors: May Investment Advisor—Slideshow
It’s that time of year again.
Making Choices; 4 Trends for the Future; Unlocking Information: December Investment Advisor—Slideshow
It’s a too-familiar problem: paralysis-inducing numbers of choices that leave consumers wondering how they’ll ever make a decision.