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  1. Articles

    Investment manager who bilked $43 million from ex-Red Wings star Sergei Fedorov convicted

    Breakfast with Benjamin: Investment manager Joseph Zada could face 20 years in prison after being convicted for bilking ex-Detroit Red Wings star Sergei Fedorov (pictured) out of $43 million.

  2. Articles

    Advisers look back on 10th anniversary of Hurricane Katrina

    As the city has bounced back, so have the advisers who endured the storm and somehow managed to thrive. (Plus: 7 lessons advisers can learn from the Coast Guard's response)

  1. Articles

    Michael Kitces' weekend reading for financial advisers

    A look at the new edition of the CFP Board's big handbook, practice management tips, what to think about when thinking about merging and all the must-read news for advisers.

  2. Articles

    Morningstar shines an ESG light on all mutual funds and ETFs

    New zero-to-100 rating would indicate the environmental, social and governance impact of a fund's holdings.

  3. Articles

    Certification for 'exit planners' little known in the advice industry

    Curious designation trains financial professionals to help business owners sell their firms.

  4. Articles

    Is it time to jump into energy stocks?

    Breakfast with Benjamin: If 13 weeks of falling energy-stock prices has you looking for an entry point, hold your fire: The sector is still very pricey.

  5. Articles

    When looking to preserve clients' capital, consider alternatives

    The potential benefits — and pitfalls — of using alternatives to diversify a portfolio focused on capital preservation.

  6. Articles

    Save time, add profits with these productivity tips

    Growing firms need leaders who get more done without doing it themselves, expert says.

  7. Articles

    Retirement accounts are hitting new highs, which is good news for advisers

    Breakfast with Benjamin: Investors are really starting to sock money away for retirement, which is good news for advisers.

  8. Articles

    It's time to take a close look at your bond portfolio

    Breakfast with Benjamin We all know a rate hike is coming, and ignoring it is not a plan — so the time is now to look at bond allocations.

  9. Articles

    Banks are cutting broker-dealer units from their 'living wills'

    Breakfast with Benjamin: The nation's biggest banks, like JPMorgan Chase, are lumping their broker-dealer units in with other 'non-essential' operations.

  10. Articles

    Which group is more risk averse, financial advisers or their clients?

    Breakfast with Benjamin: Which group is more nervous about the state of the markets? Advisers often misread their own tolerance for risk.

  11. Articles

    Bond math is about to inflict some real pain on fixed-income investors

    Breakfast with Benjamin: Fixed-income investors are starting to feel the painful realities of bond math.

  12. Articles

    More advisers simulating SEC exams to expose gaps before regulators come knocking

    More advisers are turning to practice exams to help evaluate compliance risks and identify oversight gaps before the SEC comes knocking.

  13. Articles

    Questions to ask when considering a continuing care retirement community

    Advisers can help clients sort options for elderly housing based on cost and care differences.