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  1. 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.

  2. Articles

    Advisers shift away from AUM fees to better serve clients

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

  1. 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.

  2. 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?

  3. 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

  4. 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.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

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    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 ...

  10. 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 ...

  11. Articles

    Did Merrill Lynch's latest high-profile recruiting coup break the bank?

    Breakfast with Benjamin A record Merrill Lynch signing bonus might have pushed its monetary limit. Plus: Loving European stocks but hating the euro, taking a fresh look at gold, and protecting the nest egg from rising drug costs.

  12. Articles

    Nine tax-saving apps for advisers

    Everyone can use a shortcut when doing taxes, and a few apps are grabbing advisers' attention as they find ways to save time and a few bucks on – or before – April 15.One of the first was the Internal Revenue Service's IRS2Go, available on iPhone and Android since 2011. It lets people track the

  13. Articles

    Integration is the next big thing

    Vendors, most of whom are competitors, increasingly work together, allowing advisers to move easily between platforms and, in some cases, to share relevant data.