Owners who want to sell must do their homework and put in the difficult effort to prepare for sale
More families are buying second houses as escapes, not as investments. One important question: Will the house still be a pleasure as you age?
Bert Whitehead's exit suggests NAPFA can't stand disagreement in its upper ranks
There are many ways people are overpaying and leaving money on Medicare's table.
Advisers need scalable, standardized and easily supervised risk management systems in light of increased regulatory scrutiny
Betterment's director of behavioral finance and investing says cash isn't a good investment for anything other than the very short term.
Determine the fate and future of your business before the regulators force you to do so
Social media site offers many ways to get a real dialogue going with members of your network.
Clients are yours to lose, so provide good advice to your clients will stick around
Increasing transparency would go a long way in deflecting criticism that the SEC steers cases to its owns judges
What tax professionals' experience says about the future for financial advisers
Gauging how long your clients will live has major consequences for retirement planning.
As social becomes more relevant to advisers' practices, regulators need to get out of the way
Relying on a custodian — no matter how well intentioned — to take the lead in lobbying is not a sound idea
Volatility at the start of this year has many investors concerned about their exposure to equities, but advisers must put short-term market events in context and keep investors focused.
Advisers need to ensure they aren't taking advantage of their clients, either intentionally or unintentionally, and must explain and justify their fees.
Use social media to ensure you're tapping your network to its fullest potential this year
Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.
