Generation X is classically defined at people born between the years 1965 and 1979.    Pretty much those clients in their early 30’s to their late 40’s.   When the first Gen X’er turns the age of 50, I...

So the will says you're coming into money. There are 20,000 or so estates worth more than $20 million that are transferred each year, and it's estimated there will be trillions of dollars inherited over the next few decades. Inherited...

When preparing your financial advisory practice for sale, one of the most challenging aspects of the transaction is coming up with a proper value. If you are like many financial advisors, you may not have considered how much your practice is worth...

A view from the audience at Heckerling (2014)

When I was an advisor, I was often shocked to discover that many of the advisors I worked with didn't know their production and that very few had plans to grow their practices. Many did not know within 20% where they were in production for the...

Can social networks help determine where to invest? Chris Camillo, investor in financial information startup HedgeChatter.com, believes they can.

Buying a practice at a young age is difficult, but if this advisor is any indication, it can be done.

Bond Market Outlook   Global Interest Rates: With valuations rich and yields biased higher, we are strategically negative on rates.Global Currencies: The relative strength of the U.S. economy will continue to support the dollar versus other DM ...

Some Bumps along the Road of Global Recovery