What's the ideal number of clients an advisor should have? Smaller clients typically cry out for help more than larger clients in times of uncertainty. This can quickly become a major speed-block to growth.

Continued growth anticipated, as more than half of advisors expect to increase their use of alternative investments in the next three years

Cetera Financial Group, the independent broker/dealer group, hired Alex Kaye as vice president, and Kian Rafia joins as director of advisory products. Kaye spent the last three-plus years with Wilshire Associates as senior portfolio manager, vice...

Trustee's participation determines whether trust activity is passive under IRC Section 469 In Private Letter Ruling 201029014 (July 23, 2010), the Internal Revenue Service explained how to determine whether an activity is under Internal Revenue...

Trustee's participation determines whether trust activity is passive under IRC Section 469 In Private Letter Ruling 201029014 (July 23, 2010), the Internal Revenue Service explained how to determine whether an activity is under Internal Revenue...