As an independent financial advisor, it’s sometimes easy to get tunnel vision and focus solely on the bottom line. It's your livelihood, so, naturally, you’ll want to devote a great deal of time and energy into strategizing about...
By understanding your exposure to these risks and taking steps to address them, you’ll be better able to protect your practice and your clients when the tide goes out.
With the DOL’s fiduciary rule on retirement advice now public, many financial advisors are taking a hard look at their businesses and determining the best way to adjust to the rule’s requirements. Advisors who own their firms should...
Age-based portfolios are growing in popularity among 529 college-savings plans. These portfolios operate similarly to target-date retirement funds in that they become less equity-heavy over time. But as a new Morningstar report points out, 80...
