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Most advisers suffering from PTSD following 2008 crisis: Paper
Research paper says many advisers are suffering from PTSD following the 2008 financial crisis. The upshot: A move away from buy-and-hold.
The Takeaway: Bernanke says the play date needs to end
Portfolio What the S&P vs Gold may say about a New Age of America. ( Charts etc ) Michael Santoli sees echoes of 1995 in the market's behavior this year. I wasn't around then, was listening to a ton of Wu-Tang in a dorm room, so I'll take his word for it. ( Unexpected Returns ) Guys, Bernanke
Low-key NAPFA launches Vegas conference with flash
The typically staid NAPFA kicked off its spring conference -- held this year in Las Vegas -- with glitz worthy of The Strip. Mark Schoeff Jr. offers some details.
FPA reorganizes pro bono efforts
The Financial Planning Association today announced has enlisted the help of the Foundation for Financial Planning to coordinate its members pro bono efforts.
To attract high-net-worth clients, offer more than financial planning
In the never-ending search for high-net-worth clients and more assets, wealth managers might want to keep it in the family.Advisers catering to the wealthiest clients aim to provide comprehensive advice to those investors and wield influence by being aware of what's going on with clients' assets —
One adviser's harrowing story of running the Boston Marathon
Los Angeles-based runner says being an adviser helped: 'We made good decisions.'
Advisers garnering more trust
The financial crisis may have wreaked havoc on people's portfolios, but it strengthened their relationship with financial advisers. Advisers are more trusted by investors than banks, insurance companies, investment firms and the government, according to an online survey of 1,150 investors by
Gay marriage would shake up benefits game
Client tax returns, insurance policies and wills are just a few of the documents that advisers are thinking they might have to throw away and rewrite if the federal law that bans gay marriage is overturned by the Supreme Court. The scenario is not unlikely after a majority of the court's nine
Journey back from divorce can be taxing
The journey back from divorce can be taxing, reports Darla Mercado. Indeed, the hit from the IRS can make a painful situation worse.
Near-retirees need a plan for debt
Retiring a mortgage can be the biggest boost to cash flow. But like the sequestration that continues to play out in Washington, it might be time for some pre-retirees to engage in their own personalized version of across-the-board spend- ing cuts.
Devising strategies for the 3.8% Medicare surtax
Tax is on earnings from nonqualified annuities, dividends, rents and taxable interest
Readings done: Advisers use cards to reveal clients' true goals
United Capital develops color-coded cards corresponding to happiness, fear, commitment.
Beating the benchmark is so 2012
The S&P 500 Index is a wonderful benchmark of broad stock market activity, but does that mean we have to measure our investment performance against that, or any, universal benchmark? This is the kind of attitude shift that Brinker Capital Inc. has been pushing to the financial advice community with
Tyson latest ex-athlete to claim adviser theft
Former boxing champ has sued an advisory firm and his former adviser, alleging that the money manager swiped $300,000 and caused millions in lost income
Wealthy using social media for personal-finance decisions
Social media hasn't only changed the way Americans communicate with one another, it's also influenced how they make finance decisions.Seven out of 10 wealthy investors either have changed their relationship with an investment provider or reallocated actual investments because of something they read
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Mary Beth Franklin, InvestmentNews
Harley Gordon, CLTC