by Mary Rowland
Banks are acquiring advisory firms while still allowing them to maintain their independence.
by Craig L. Israelsen> Craig L. Israelsen
Pure Target indexes deliver simple sophistication to investors.
by Jay Kabad
Advisors should carefully examine
the guaranteed withdrawal benefits
of some annuities.
by Gail Liberman
But state laws vary, and many agreements haven't been tested in court.
by Mary Rowland
Big banks and brokers now realize the wealthy want objective advice, so they are buying successful independent advisory firms that offer it.
by Andrew Gluck
A 36-year-old computer geek who made $12 million on the 2002 sale of his advisor software company is back with a vengeance.
by Roy Diliberto
Grab your thesaurus! Advising your clients can become a lesson in semantics.
by Somnath Basu
Many more advisors need to help clients deal with debt by taking a holistic approach to financial health planning.
by Gail Liberman
Lenders are aiming at the massive market of aging baby boomers, and they want advisors to join in the hunt.
by Marla Brill
One-stop retirement income funds raise interest, spark debate.
by David J. Drucker
Some boomers are starting small businesses to generate needed income in retirement. What will your advice be?
by Mitch Anthony
Here's how you can help clients develop an income stream for life.
Two Firms Target Fee-Only Advisors
Phoenix Companies Inc...
Kochis Fitz To Merge With Quintile
Two of California's largest independent wealth management firms plan to join forces to become the largest such...
by Richard B. Wagner
If we don't define our roles, there are others who are ready to do it for us.
by Lewis Walker
Finding the balance between cold hard numbers and rationality.
by David J. Drucker
A controversial financial planning program focuses on how a client can sustain his living standard rather than on how not to run out of money.
by Roy Diliberto
A little dose of good etiquette I recently took a client to one of my favorite restaurants and the experience, as usual, was wonderful.
by Mary Rowland
More advisory firms are looking for the perfect mate.
