To communicate with both ends of the client spectrum, top advisers employ technology to make processes predictable, sustainable and repeatable
Woodrow Wilson may have been right when he said, "Loyalty means nothing unless it has at its heart the absolute principle of self-sacrifice."
Two important lessons of the current bear market are that stocks don't always outperform bonds over significant time periods and that investors can't assume a 10% annual return over the long run.
The release of Internal Revenue Service Ruling 2009-9 and Revenue Procedure 2009-20 be-fore the April 15 filing deadline has granted timely guidance to victims of Bernard Madoff.
The Obama administration and Congress should immediately halt any effort to assess a punitive tax on bonuses paid this year by companies that received bailout funds from the Troubled Asset Relief Program.
The Securities and Exchange Commission's move to expand its examinations of advisory firms to include going directly to clients for verification of their assets managed by advisers raises legitimate concerns.
A consensus is forming that financial regulatory reform should include provisions to require anyone providing advice to adhere to a fiduciary standard of care.
Fed up with the recent volatility in publicly traded stocks and mutual funds, some sophisticated investors are looking to alternative investments for portfolio diversity and enhanced returns.
It isn't surprising that, as reported in InvestmentNews last week, many financial planners and advisers are feeling stressed and depressed.
President Obama's proposed budget for the 2010 fiscal year and projections for the next 10 years provide a clear road map for financial planners and investment advisers.
Since the market has devastated portfolios, many investors find themselves with substantial capital losses.
President Obama and Treasury Secretary Timothy Geithner are resisting calls for the nationalization of Citigroup Inc. and perhaps other large banks.
Many aspects of the U.S. financial system must be reformed in the wake of the financial crisis.
The equity market reacted to Treasury Secretary Timothy Geithner's much-anticipated bank rescue plan last week with a resounding thud.
