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  1. Articles

    Save time, add profits with these productivity tips

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

  2. 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.

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    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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. Articles

    Your clients might need some hand-holding for that first rate hike

    Breakfast with Benjamin There's no harm in helping investors better understand what it means for them when the Fed starts to tighten interest rates.

  8. Articles

    Advisers shift away from AUM fees to better serve clients

    NAPFA members debate which pay structures resolve conflicts and other concerns.

  9. Articles

    Steps to maximize the power of Twitter for your advice firm

    With compliance reins loosening, the social media platform can be a business booster.

  10. Articles

    Would one share of Warren Buffett's Berkshire Hathaway be a smart retirement savings strategy?

    Breakfast with Benjamin: Would buying one share of Warren Buffett's Berkshire Hathaway be a good savings strategy?

  11. Articles

    Growing minorities offer opportunities for advisers

    Research on the financial attitudes of wealthy investors suggests advisers may have significant marketing opportunities among various racial groups. Today, about 17% of the U.S. population is Hispanic, 13% is African-American and 5% is Asian, according to the U.S. Census Bureau. By 2060, those

  12. Articles

    The Colony Group looks to women and institutions to drive growth

    The Colony Group pulls ideas from entire staff about how to build its client base and assets under management.

  13. Articles

    Being smart about smart beta

    Breakfast with Benjamin: Smart beta is here to stay, so you might as well try and figure out what the heck it is.