Subscribe

Minda Smiley

Minda is a reporter, writer and editor. She has has a B.A. from Penn State and an M.A. from Craig Newmark Graduate School of Journalism at CUNY. She Tweets at: @Minda_Smiley

Displaying 22 results

Topic

Mediating disputes between spouses part of advisers’ job

Advisers increasingly find themselves playing domestic diplomat in an effort to keep financial plans on course.

Topic

Author David Bach teaming up with Ric Edelman

Will concentrate on educational activities via radio and TV programs. and other media.

Topic

Baird snatches Wells Fargo adviser with $350M in AUM

Gary Foose Jr. will join the firm's Houston office.

Topic

Wells Fargo hires UBS team in Texas

Previously managed more than $300 million in assets.

Topic

Indie reps happier at work than employee advisers: J.D. Power

Independent advisers continue to be happier at work than their colleagues who are employees of broker-dealers but the gap in job satisfaction among the two groups is narrowing. See how your firm ranks

Topic

Creative claiming strategies increase Social Security benefits

A few important concepts can help clients bring in more during their retirement years.

Topic

Alternatives: No passing fad

A new report chronicles the growth of alternative investments from retail to institutional investors. The upshot for advisers: Alternatives have reached the mainstream and are here to stay.

Topic

Succession planning doesn’t mean selling

Aging advisers need to ask themselves if selling their practice can fund their own retirements.

Topic

Market gains, organic growth help RIAs achieve record profits

More than one-third of firms have doubled AUM and revenue since market lows of '09.