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College saving programs make changes as assets continue to rise
College savings plans continue to be popular with investors, and sponsors of the nearly 100 different Section 529 plans offered in the U.S. are tweaking fees and other features to attract assets.
Firms work to make the most of their young advisers
Firms are beginning to give their young advisers more meaningful work sooner rather than later. Is this a sign that the model for bringing up new advisers is changing?
Adviser collaborates with rivals to build brand
It isn't by chance that Frank Moore's firm, Vintage Financial Services, ranks among the best-performing financial advisory businesses.
How advisers can stand out in the sea of sameness
It is that time of year again when we start jotting down a list of ways to help us start the new year right: Join a gym, lose 10 pounds, donate more, spend less, etc.
Workflow platform could revolutionize the way advisers use technology
On this week's broadcast, learn about new technology offerings from two of the top institutional custodians, a bold new workflow platform launches with the potential to revolutionize the way you use technology, and a new app is introduced to fill your prospecting funnel with qualified leads. Schwab
CFP board navigates rough seas
Roiled by controversies over compensation disclosure and an attempt to offer its own continuing-education programs, the CFP board is forced to adjust.
Last-minute tips for Medicare annual enrollment
People who want to switch their Medicare coverage for 2014 have just a few weeks left in the annual open enrollment period, which ends Dec. 7. The choices can be overwhelming, but there are practical steps your clients can take now to make sure they have appropriate and affordable health care
Illinois advisers find clients with homes devastated by weekend tornadoes
Financial advisers across the Midwest on Monday continued to reach out to clients who may have been caught in the destructive path of tornadoes that affected a dozen states Sunday and killed at least six people.
Student creates business to aid “pre-planning” clients
Not satisfied just setting up meetings and answering phones, financial planning student Leah Manderson found a way out of the need-experience-to get-experience Catch-22.
Solving the alternatives riddle
Alternative investments have never been as readily available to financial advisers as they are today.
Make debt management a priority
It may not be as much fun as picking investments, but financial advisers could do their clients a whole lot of good if they started paying more attention to their debt levels.
Social Security's 50 shades of gray
Retirement benefits and survivor benefits represent two different pots of money. Even if a spouse claims reduced Social Security retirement benefits early, her survivor benefits will not be reduced, as long as she is at least full retirement age when she collects them.
Promising new products that could enhance adviser productivity
A well-established product for independent advisors is moving to a platform that will provide increased flexibility and may attract new categories of users. News that didn't make the broadcast: Dell sells its majority stake in Smarsh to investment fund Toba Capital from Bloomberg Businessweek. Dell
For advisers serving clients and country, the balancing act is tough
For advisers who serve clients and country, like U.S. Army reservist David Hollands, serving the dual role of soldier and adviser underlines the importance of having a contingency plan in place.
- Facebook's five-star ratings: The end of business pages for advisers?
- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
Explore your opportunities and be informed for your next move.
Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly