“We’ll probably see, especially now, clients less interested in investments and more interested in managing cash.So [software] solutions that do more than just spit out an investment [idea], but also a debt management and emergency...
Kids of wealthy parents almost always fire their parents' advisors after they inherit the money. They also tend to fail to meet their financial goals. There are many reasons why. Here are some ways to keep their business.
It hasn't been easy. Although some estates may have reaped the benefits of the lapsed 2010 estate tax, estate-planning practitioners were left with the unenviable task of figuring out and explaining to their clients the best strategies to use...
LPL Investment Holdings stands to take advantage of growth in the independent retail brokerage sector in the next three to five years, as the only publicly-traded company in this sphere, wrote Brad Hintz, senior analyst at BernsteinResearch, in a...
Investors always have to ask themselves if their notions are timely, but with gold, it's especially critical. Is it just too late in gold's bull market to justify the risk of entry? You might think that the array of metrics available to financial...
Have you thought seriously about when and how you're going to retire? And who'll take over the practice? You haven't? Well, you're in good company. A quarter of firm owners lack an exit plan, according to a 2009 survey by Rydex/SGI's...
Concerns about using mobile devices in financial planning are heard throughout the field. Nonetheless, reps have taken to handhelds and tablets as quickly as they’ve appeared on the market, particularly the iPad, whose adoption by reps is...
