When it comes to ethical behavior and a commitment to putting clients' interests first and providing financial planning services with a fiduciary duty, CFP certificants lead the way.
Advisors working with those who have recently lost a spouse need to be prepared to help the surviving spouse take the next steps in securing their finances.
A painful truth is that many financial practitioners are sales people masquerading as planners or advisors in an industry whose ethical practices have a shameful track record.
The answer is yes, but the biggest challenge is not the stock market or the economy; it's inside your own head.
This top ten list of ideas to deal with the crisis includes possible solutions that stand out for their promise, creativity and/or sheer audacity.
Advisors should look to technology to help deal with the current economic crisis, experts say.
Just because clients aren't calling doesn't mean you should allow interactions to slide...
Many clients turn to advisors for the direction of the investment markets, but advisors need to guide the conversation in a different way.
Wall Street firms' wealth management models are obsolete, and investors may finally wake up to the fact that these firms have incentives to sell complex, fixed-income substitutes that aren't all they...
What my 87-year-old dad, the Battle of Iwo Jima, and the stock market of 2000-2006 can teach advisors about the necessity of remaining levelheaded today.
A look at what financial advisors should consider when evaluating fixed-income investments during these dark days.
The prospect of new tax law legislation and low market valuations make this an opportune time for advisors and their clients to concentrate on estate planning.
Financial planners will find themselves increasingly needing to develop a more personal understanding of their aging clients, and not just because it's a smart business play.
One bright spot in the troubled real estate market is student housing. Demand for it is high, particularly in markets with more affordable state universities and colleges.
Many advisors will need to manage their time and expenses better if they want to stay profitable in this struggling economy...
Very soon, over 13 million middle-income and high-income investors in the U.S. will have access to a potentially invaluable tax planning opportunity that has historically been out of their reach...
The tale the periodic table of investment returns really tells.
Manager believes emerging market countries with limited financing needs will hold up better than other EM countries if a protracted recession takes hold in the industrialized world.
Many convertible bond mutual funds are more risky than they look at first glance.