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INVESTING FIXED INCOME DEC 20, 2015
The danger of reaching for yield

Three lessons for advisers from the closing of the Third Avenue Focused Credit Fund.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 11, 2015
Feeding the diversity problem

The industry has two major problems. It lacks diversity, and it doesn't recognize that it lacks diversity.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 23, 2015
Time for Congress to act on elder abuse

Senior$afe Act seems like a win-win for financial advisers and their elder clients.

NEWS OPINION NOV 15, 2015
Don't tune out crowdfunding

Advisers will need to stay current during the evolution of this new retail-level private equity market

NEWS OPINION NOV 08, 2015
Richard Ketchum's Finra heir must prioritize investors

Must make it clear that investors come first, not the firms being regulated

RETIREMENT RETIREMENT PLANNING NOV 08, 2015
How to help as 2 Social Security claiming strategies exit

Advisers undoubtedly are going to have to deliver some bad news, but not delivering it would be even worse for clients.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 01, 2015
Ready to plan till age 110?

It's the adviser's job to make sure they do expect clients to live long — and plan for it

NEWS OPINION NOV 01, 2015
The next few years are going to hurt

If advisers think GDP growth is going to remain low, their first step should be to lower client expectations about investment returns.

NEWS OPINION OCT 25, 2015
A free lunch is anything but

YOUR PRACTICE WOMEN ADVISOR COMMUNITY OCT 25, 2015
Key to success for women: Confidence