Online News for Financial Advisors, RIAs, Investment Advisors, Financial Planners & Wealth Managers

Focus Financial Partners Looks To Merge The Colony Group And Buckingham

The transaction raised questions about consolidation of other Focus firms.
Vanguard Looks At Market Timing And Sees A Terrible Idea

Market timing leads to unnecessary losses, the company's research arm says.
Md. Advisor Who Faked Suicide Gets 3.5 Years For Bilking Elderly Client

Eddy Blizzard stole $1.4 million from the late client, causing him to lose his house.

Inside the
current issue

Young Advisors To Watch In 2024
By Eric Rasmussen and FA Staff
Our ninth “Young Advisors” list shows that advisors can win clients by showing individuality and resolve.
All-Cap Withdrawal Magic
By William P. Bengen
Could a less constrained allocation unleash higher withdrawal rates for retirees?
5 Steps To Improve Your SEO
By Susan Theder
If you want your advisory business to rank higher on search engines, follow these tips.
Humility In A Messy World
By Ross Levin
Advisors must understand that demonstrating certainty doesn't always work.
Who Is The Next-Gen Investor?
By Hannah Shaw Grove
Younger clients are changemakers who value impact and technology.
Don't Wait For The 'Great Wealth Transfer'
By Steve Gresham
Long before the assets move, important decisions are being made about you.
Diversity Should Still Be A Hiring Goal
By Jacqueline Sergeant
A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring.

Breaking Into The $100 Million Club
By David Scranton
The dual industry and client retirement waves could be a boon for advisors who want to grow their business.
The Trial Of The Fiduciary Rule For Crimes Against The Fiduciary Rule
By David Macchia
The fiduciary rule fails to advance the best interests of retirement savers.
When Your Client Does Not Win The Billion Dollar Lottery
By Bryce Sanders
Although your client did not win the lottery, they can still have experiences and be generous during their lifetime.
Gen Z Is Frustrated, And It's Not For Nothing
By Jonathan Levin
America's two-track economy is leaving many behind, particularly young adults.
Understanding The Disconnect Between High Income And Low Net Worth
By Aaron Cirksena
A high-consumption lifestyle is one of the factors that keeps affluence an illusion for high-income earners.

Richest N.J. Neighborhood Fights Plan For Low-Cost Homes On Toxic Dump
By Nacha Cattan
Some Short Hills residents say a housing development would hurt its schools and environment.
Massachusetts Eyes Mansion Tax To Fund Affordable Housing
By Sri Taylor
The initiative mirrors a measure recently spurned by Chicago voters.
Why Mid-Sized Accounting Firm Wealth Management Practices Underperform
By Jerry D. Prince and Russ Alan Prince
The accounting firm must make wealth management a critical endeavor if they want to be successful.
How Celebrity Family Offices Empower Their Famous Clients
By Russ Alan Prince
High-performing celebrity family offices are best positioned to help celebrities optimize their financial and personal lives.
When Wealth Managers Call Upon Other Advisors To Help Their Rich Clients
By Jerry D. Prince and Russ Alan Prince
By following these rules, wealth managers can become more competent and no longer need to rely on other wealth managers.

Commercial Real Estate: Macro Risk Or Investment Opportunity?
By David Kelly
Commercial real estate has broad characteristics that should be attractive to both institutional and individual investors.
Sell In May? Maybe Not
By Jeffrey Buchbinder, Adam Turnquist
More recently, the month of May and the “Sell in May” time frame have yielded better results.
Bill Gross Is The Bond King, But Diversification Is Emperor
By Aaron Brown
It's hard to argue with the risks the famed investor sees from rising U.S. debt, but bonds are an important piece of a balanced portfolio.
What's Driving The Global Gold Rush?
By Harold James
A recent surge in the gold price is symptomatic of a changing world order.
Look Carefully At Commodity ETFs Before Leaping
By Ron DeLegge
These funds are not all the same.