Best ways to say 'thank you' to clients

It's time to start reaching out to clients with a gift or a handwritten note that tells them how important they are to you. Here are some top-notch gift ideas that won't break the bank.

Kahler, CFP Board reach agreement on fee-only

Some advisers fault CFP Board for giving well-known South Dakota planner a sweetheart deal and for lacking transparency.

Oil prices slide

Blog - Breakfast with Benjamin: Oil traders put on their seatbelts. Plus: Hedge funds becoming mutual funds; it's going to be a good holiday for tech gadget junkies; and the big difference between a purebred heritage turkey and the one you'll probably be eating tomorrow.

First annuity for 401(k)s sparks questions from B-Ds

Insurance giant AIG tweaks existing deferred-income product to meet Treasury's guidelines. But will it satisfy the market? (Don't miss: Top sellers of individual annuities)

SEC plans new rules for mutual funds

The agency's goal is to ensure funds are liquid enough to meet client redemptions.

Bulls charge ahead toward Black Friday

Blog - Breakfast with Benjamin:Shopping season bodes well for stocks. Plus: John Hancock pushes for liquid alts in retirement plans; being thankful for seasonal market timing; and learning to fly drones for fun and profit

Higher taxes loom for fund investors

Financial advisers doing end-of-the-year planning for clients must begin the work of reconciling the gains of the U.S. economy and financial markets with mutual fund and ETF capital gains that could increase those clients' tax liabilities.

Just when you thought bond yields couldn't get any lower

Blog - Start your week with Breakfast with Benjamin, featuring a global bond market mismatch that now has demand far outstripping supply. Plus: Loading up on stocks after retirement, how Larry Summers got it wrong, and new liquid alts players breaks it down for investors and advisers.

Data & Resources

CE Quiz Center

Test yourself with these short quizzes, based on InvestmentNews content, and earn one IMCA or CFP Board-approved CE credit per quiz.

Tech Connect

The adviser's first stop for technology news, opinion, product reviews and other information to help improve your tech IQ.

B-D Data Center

Find out which firms offer the highest payouts, have the most reps in the field and generate the most revenue - or create your own custom rankings.

White Paper Library

The latest and most targeted thought leadership for the financial industry - all free to download.

Data Library

Your one stop hub for all things data. Infographics, adviser activity, investment data, readership surveys and more.

Compensation Database

Explore detailed, regional compensation information on more than 20 different positions within a financial advisory firm.

RIA Data Center

Use this interactive rankings tool to find key information on over 1,400 fee-only registered investment advisory firms.

Advisers on the Move

Track the latest teams of advisers and brokers changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and IBDs.

Advisers on the Move

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