After a decade-long run, it's time to go
Former Rep. Jesse Jackson Jr. is the latest member of Congress to fall from grace.
Parties need to solve fiscal cliff dilemma before leaving town.
The back-and-forth touched off by NAPFA's announcement last Tuesday to go all-CFP next year highlights the fact that after decades of discussion and debate, the financial advisory business is still struggling to define itself.
Advisers who continue to put off developing and implementing a succession plan are being shortsighted.
When I became editor of <i>InvestmentNews</i> nine years ago, we had seven reporters and a handful of editors who produced a weekly print newspaper.
No financial adviser wants to meet with a client and discover that the client knows something he or she doesn't.
In addition to worrying about terrorists and buried bombs, it turns out that about 60,000 active-duty troops and reservists have another fear-inducing group gunning for them: the Internal Revenue Service.
About eight months ago, a recently divorced friend called me in a panic. John and his ex-wife, Mary, as I'll call them for the sake of privacy, were sorting out their financial affairs and realized that there was little money available to pay for college for their only child, who will be heading off to school in 2013.
There is no doubt that women investors represent a tremendous growth opportunity for financial advisers.
