With retirement income management becoming the primary objective of many investors, it's time for new investment benchmarks which reflect that. For decades, investors have been using the S&P 500 or the Dow Jones Industrial Average as defaults for investment performance. But constructing portfolios that track those benchmarks is of little value for investors who must live off the returns on their portfolios.
Recent studies have shown clients are considering moving assets or changing advisors. This month, we've been focused on rejuvenating your office and practice without breaking the bank
Women who have recently lost a spouse may confront many changes in their daily lives and need financial support and advice.
Investors seem to have re-gained some of their appetite for risk, and sidelined capital is again being to put to work in the markets.
As December winds down, now is the time to reflect on the last year and determine what, if anything, you would have done differently in your practice or even in your personal life
This week, we will be covering two critical areas for reaching your goals for 2010 and beyond. The first is retaining your top clients. The second critical area is to start outlining your business plan for 2010
If you don't have it figured it out, how will your clients/prospects?
Many of your retired clients are discovering that their accumulated savings are insufficient to meet their current expenses, which translates into a need for more retirement income.
Will Wells Fargo end up doing the right thing?
A hypothesis about the psychology behind the big deals
Rather than focusing on past deficiencies in target date funds, the Senate Special Committee on Aging's recent hearing on the funds focused on how they can be turned around quickly.
New Firms Are Here and More Are Coming
As the year draws to a close, fiduciaries should be turning their attention to one of their most important responsibilities: the annual portfolio review.
Know and follow the unwritten (until now!) protocol
Branch Managers have quotas to hit: Are they being honest with you about why it is so important for you to join before year-end?
Former Merrill senior executives are in high demand
