Lisa Shidler
Financial advisers must work to add more diversity to their offices so that they can better serve a growing minority population, an industry leader said.
Adviser Ted Feight thought he had the perfect succession plan in place until his son decided to leave his firm to start his own advisory practice.
Adviser Michael Duncan says the market upheaval of the past two years has taught him a surprising lesson: he didn't like being an owner.
Three years after returning from the war in Iraq, Clarence Parker is facing a new battle: managing his finances.
Many financial planners are in the dark about ways to help clients boost their monthly government checks. That needs to change, says one expert.
A few years ago, adviser Jeff Bland was approached by an executive from Houston-based oil company Cameron International Corp. who was searching for an adviser to manage his more than $6 million in assets.
Although some financial advisers are always thinking of ways to go above and beyond to provide extra services to clients, Paul Baumbach sticks to managing his clients' investments.
Forum Financial Management LLC last week said it's merging with Pinnacle Wealth Management to create an advisory firm with $500 million in assets.
Even though the markets have rebounded from their 2008-09 lows, many investors are still grieving because of their financial losses, and for some, that pain is as powerful as losing a loved one, according to a leading academic and money manager.
Discussing long-term health care insurance is difficult but necessary
