Pension plans remain a force in the nation's retirement income landscape, but they're taking a hit like most other ...
The Financial Planning Association on Tuesday announced that Tom Potts will be the organization's president-elect for 2009
by
Karen DeMasters
Cheryl Holland and her team have grown their South Carolina firm into one that serves many of their area's wealthiest people.
by Andrew Gluck
Even in the depths of this financial disaster, we can rest assured that people still need advice.
by David Lawrence
Business continuity plans are needed to minimize any risks that would disrupt your firm.
by Mary Rowland
Wouldn't it be nice if we could use 401(k) money to buy annuities with pretax dollars?
by John Knowlton
Developing a career path for members of your firm is more important than you think.
by James Sprout
Family fiduciary contracts can help ensure that a trustee does what a family expects.
by Joseph J. Cohen
You can help your clients by showing them how much charitable giving is within their means.
by Wayne von Borstel
Getting to the things that really matter to clients takes some patience and effort.
by Richard B. Wagner
What makes a profession and will we ever meet that standard?
Directed trusts may work for small-business clients nearing retirement who don't want to sell their companies.
by Raymond Fazzi
How two leading West Coast wealth managers merged to form $5 billion Aspiriant and how they plan to build a national firm within five years.
by William R. Dyess and Harold Evensky
Understanding the significant differences in two kinds of LTC policies will help you better serve your clients.
by David J. Drucker
It seems to me that sole practitioners-those advisors who most need a backup plan in the event of disability-are usually the last to develop
by Caren Chesler
Some advisors find psychiatrists and psychologists a solid niche market.
by
Eric Rasmussen
Planner Kathleen Miller has made a niche business out of helping divorcing couples untangle their assets and move on.
by David Lawrence
Advisors have far more tools than ever to build a powerful system for developing client relationships.
by Tracey Longo
Targeting seniors and retirees in your marketing may attract keen interest from regulators.
by
Jeff Schlegel
RIA acquisitions help propel First Western's plans to become a private banking force.
