Megan Durisin

Displaying 22 results
YOUR PRACTICE PRACTICE MANAGEMENT OCT 13, 2013
Quarter of investors lack a financial plan, survey shows

Some are surprised by the numbers, but others see progress.

YOUR PRACTICE PRACTICE MANAGEMENT OCT 11, 2013
Quarter of investors have no financial plan and don't expect to have one

Some are surprised by numbers but others see progress.

YOUR PRACTICE PRACTICE MANAGEMENT OCT 10, 2013
Advisers who double down on client niches stand to multiply assets: Study

Focusing on a specific client niche can help advisers increase their business, according to Cerulli Associates

NEWS INDUSTRY NEWS OCT 10, 2013
It's the debt ceiling, stupid

Investor confidence holding up OK, but perhaps not for long.

NEWS INDUSTRY NEWS OCT 08, 2013
It's the debt ceiling, stupid

Investor confidence holds up, but perhaps not for long as tug of war in Washington continues

RETIREMENT RETIREMENT PLANNING OCT 08, 2013
Quarter of investors have no financial plan

“It's hard to reach a destination that you haven't charted a map to," expert says

YOUR PRACTICE FINTECH OCT 06, 2013
Zywave updates NaviPlan software for advisers

INVESTING ETFS OCT 03, 2013
ETF managed portfolios continue strong growth

Advisers can't seem to get enough of exchange-traded-fund managed portfolios.

NEWS INDUSTRY NEWS SEP 29, 2013
Cash pours into wine funds with taste for unknown

INVESTING MUTUAL FUNDS SEP 29, 2013
Vanguard money funds paying capital gains