Lavonne Kuykendall
Lavonne was a reporter for InvestmentNews from 2011 to 2012 covering practice management topics for financial advisers. Connect with her on LinkedIn.
Lavonne was a reporter for InvestmentNews from 2011 to 2012 covering practice management topics for financial advisers. Connect with her on LinkedIn.
Aside from investment performance, it is the softer traits that drive financial adviser loyalty to mutual fund providers,…
Most baby boomers, even those past retirement age, say they don't know much about Medicare, the federal health insurance plan for seniors. Their ignorance could end up costing them.
It isn't easy for advisers to illustrate financial concepts for clients, but Carl Richards does just that
With asset-based revenue flat or lower and the costs of insurance, technology and personnel rising, many financial advisers would like to raise prices
Financial advisers can add profitable business from less obvious market segments, one of which is investors who have never had an adviser
Before they march down the aisle, engaged couples rarely discuss who'll pay the electric bill or how much to save once the knot is tied. Maybe they should.
Richards uses Sharpie to make points with clients; 'I get it now!'
As the fall conference season rolls into high gear, many financial advisers are rethinking the value of attending adviser-oriented events
Investors are skittish about real estate investments due to the beating that the sector has taken over the past few years, but alternative-investment managers say that real estate has some features that make it worth another look
Morningstar Inc. has launched the first of its forward-looking mutual fund ratings for 350 U.S. funds, which it contends will help investors evaluate the fund's future performance.
