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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.
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.
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.
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.
Advisers shift away from AUM fees to better serve clients
NAPFA members debate which pay structures resolve conflicts and other concerns.
Steps to maximize the power of Twitter for your advice firm
With compliance reins loosening, the social media platform can be a business booster.
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?
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
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.
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.
The smoke and mirrors of stock repurchase plans
Breakfast with Benjamin: These plans are all the rage, but whether they provide any benefits to shareholders is a whole different issue.
Advisers are doing too much, expert says
The best way to grow a practice is to cut out the nonessential and stop letting technology take control.
Maxing out a 401(k) doesn't mean you can't keep saving for retirement
Breakfast with Benjamin: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.
Let the journey begin
As the debate regarding holding brokers to a fiduciary standard was once more thrust into the sphere of public consciousness last week, via President Obama's address to AARP, and the financial advisory industry lit up with commentary from every corner, the noise was deafening as pundits and ...
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Identifying the best fit for your business
I recently participated in a webcast outlining key considerations for advisers looking to transition or sell their practices to another firm. While a number of things were discussed, the underlying theme of our conversation was the need to perform due diligence to identify the best option for an ...
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