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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.
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)
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.
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.
Certification for 'exit planners' little known in the advice industry
Curious designation trains financial professionals to help business owners sell their firms.
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.
When looking to preserve clients' capital, consider alternatives
The potential benefits — and pitfalls — of using alternatives to diversify a portfolio focused on capital preservation.
Save time, add profits with these productivity tips
Growing firms need leaders who get more done without doing it themselves, expert says.
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.
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.
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.
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.
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.