I am always amazed by the brilliance of computer software designers. They can take the most complicated financial planning decisions and reduce them to a one-click — or one-swipe — tool.
Mutual funds have been the go-to wrapper for alternative strategies, but that's changing.
Compared to other nations, we have a substantial head start in building a sound, funded solution for the challenges of aging populations
A common thread across technology-driven breaches is the failure of firms to establish and enforce policies and procedures.
Bad news is that lawmakers once again opted for a short-term stopgap and avoided tackling the tougher issues
Book offers advisers insights on connecting with female clients.
A two-sided debate about the FPC's stance on the proposed fiduciary rule.
Those entering retirement are crossing the threshold into an entirely foreign way of living, where they are vulnerable to several hazards.
Money is like soap: The more you touch it, the smaller it gets
They're young, they're sharp and they present a huge opportunity for advisers.
Two disparate pieces of recent news highlight the risks of knee-jerk reactions
The farther an adviser gets away from client-related activity, the greater the potential drag on efficiency
It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.
Some simple math suggests that just 17% of all clients were proactively approached by their adviser to discuss a succession plan
Before the stock market begins to decline, investors need to have a set of plans designed to remove emotion from the decision-making process.
We live in the Internet age, and clients no longer have to wait for a quarterly statement. They can log on right now and look. Tell them not to.
It's time to set straight misconceptions about the law that regulates mutual funds and other investment companies.
Here's what one adviser did after her son had his identity stolen.
