Displaying 160 results
Helping a client decide where to live is a critical part of retirement planning
Helping a client decide where to live is a critical part of retirement planning, and the discussions may need to include clients' family members or physicians.
Advisers struggle to provide the full range of services ultrawealthy clients need
Advisers struggle to provide the full range of services ultra-wealthy clients need.
Mary Jo White’s record scrutinized by critics and supporters
As she enters what could be her last year as chairwoman of the SEC, experts grade Mary Jo White's performance.
Advisers and corporations pitch in for vital causes
The Invest in Others Charitable Foundation and InvestmentNews announce the finalists for the ninth annual Community Leadership Awards.
Fears about rising college costs present an opportunity for advisers
Familiarity with strategies that can help clients minimize costs and best use family resources can give advisers a leg up. (Plus: All the latest 529 data)
Custodians try to entice breakaways with substantial perks
More deal sweeteners are being used by custodians to lure big breakaway teams. (Plus: Our special report on custodians and clearing firms)
Options to invest in innovative technologies that address water shortages are limited
Despite a multitude of water shortages, options to invest in innovative technologies that address the problem remain limited.
It’s time for financial planners to find our voice
FPA's 2015 president says too many advisers are silent on vital issues that affect their and their clients' livelihoods.
What extreme longevity will mean for the advice industry
Clients potentially living deeper into their 100s has planning implications advisers would be wise to start thinking about now.
Younger advisers get chance to play on the ‘A’ teams
For Armond A. Dinverno of Balasa Dinverno Foltz, leadership means grooming the next generation of adviser talent.
Why all investment advisers should join forces to promote the profession
Investors don't understand the core characteristics and key differences between investment advisers and other financial services providers, according to David Tittsworth.
Pay models evolve beyond 1% of AUM
The fee-only advice industry that emerged as brokers deserted a commission-reliant business model is now evolving, with advisers working out the best way to get compensated for their services.
RIA alliances help independent advisers prosper
Independent adviser alliances have grown up along with the industry, allowing members to share knowledge and feel connected.
Separately managed accounts ranked by fourth-quarter returns
Find out which separately managed accounts fared the best in the fourth quarter of 2014, across each major sector.
Next gen advisers finding their niche in the industry
Each of the 6 next-generation advisers InvestmentNews has followed over their first year in the advice business is finding their focus in the ever-changing industry. (Plus: Our full Year One special report)
The watershed moment for lifetime income
Making lifetime income options more readily available will help enhance retirement security, according to IRI's Cathy Weatherford.
The best- and worst-performing target date funds
The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.
Mutual fund industry enjoying a burst of wheeling and dealing
Five years after the last bout of mutual fund merger mania, the lesson remains: Grow, and then grow some more.
Mediating disputes between spouses part of advisers’ job
Advisers increasingly find themselves playing domestic diplomat in an effort to keep financial plans on course.
Advisers weigh college costs for clients’ children
Serving as objective third parties in college planning discussions for clients and their children is a new responsibility.
