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  1. 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.

  2. 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.

  1. 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.

  2. 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.

  3. Articles

    Advisers shift away from AUM fees to better serve clients

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

  4. 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.

  5. 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?

  6. 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

  7. 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.

  8. 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.

  9. Articles

    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.

  10. Articles

    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.

  11. Articles

    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.

  12. Articles

    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 ...

  13. Articles

    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 ...