We have been counseling individuals and families for more than 25 years, and it has always been interesting to see how people narrowly apply the common wisdom that a person's age is the rule of asset allocation between stocks and bonds.
Investor concern over the cost of health care reform is likely to manifest itself in a flood of questions to financial advisers about how best to protect assets from an expected hike in taxes.
The S&P 500 has gained 48% over the past year, but memories of the market crash are still fresh, forcing many financial advisers to move risk assessment off the back burner and to the center of their playbooks.
A few months back, I wrote an article for a financial trade publication on search engine optimization.
The 2010 Moss Adams/InvestmentNews financial performance study of advisory firms officially launched today.
The Obama administration's pay czar is limiting the cash compensation for executives at companies that received the largest taxpayer bailouts to $500,000.
Here's some additional information that was provided by Fabeetle.com founder Brandon Gadoci during the reporting of this week's <a href="http://www.investmentnews.com/article/20100321/FREE/303219969" target=”_blank”>Tech Update</a> that we could not get into the story.
Less than 4% of all independent advisers have ever had their businesses professionally valued, and less than 10% have any formal, written succession plans in place.
Many financial advisers begin using LinkedIn without knowing how it will help their practice.
More than their friends, portfolio managers or corporations, investors trust their brokers or financial advisers, according to the first annual U.S. Financial Services Trust Barometer, sponsored by the Edelman public relations firm.
It may be unconventional, but this family-owned advisory firm has used Dash, Brooklyn and Trot as "corporate greeters" for the past four years.
Thinking of starting your own practice, re-locating, or opening another office? Before you set up shop, here's the rundown on the most expensive cities in the country for office space.
Investment adviser Richard Feight admits he's not very good at brewing beer, but he's found that the hobby helped him build business connections and network with clients.
In a mixed sign for the U.S. economy, 59% of independent investment advisers surveyed by The Charles Schwab Corp. in late January said they expect consumer savings to increase during the next six months.
Law enforcement officials go undercover to catch fraudsters, scammers and crooks
Morgan Stanley Smith Barney made an attempt to use the legal system as a bludgeon against a team departing to HighTower while Goldman Sachs did the same with a team departing to Credit Suisse.
The big wirehouses face major challenges that could thwart their announced plans to recruit brokers aggressively and hire more trainees, recruiters and analysts say.
The Washington state Legislature has proposed a bill that would double the estate taxes for residents.
The pension and actuary group sends a mea culpa to members after a financial advisory firm got hold of the association's mailing list for an upcoming conference.
In four years, more than 4 million baby boomers annually will reach the normal retirement age for full Social Security benefits.
