Or are gold futures the simple answer?

Asking for a referral is often an awkward process, but it doesn't have to be. Here are a few strategies to make it work.

Transitioning client accounts is a big part of joining any new firm, particularly if you are starting your own RIA

Financial sector stocks have made a major comeback since March of 2009, and it shows in their S&P 500 sector weighting.

If you're thinking about switching firms, consider this: Now's the perfect time to rid yourself of unprofitable clients and those who cause you to cringe every time

The sticker price can be reduced, if you know how to do it.

Your Boomer clients may have to decide whether to continue working into their planned retirement. Here's how to help them think about it.

Investors nearing retirement are often unaware of how much cash they'll need to set aside for medical expenses, and how to prepare when big-time bills threaten their assets. Advisors can guide them through some critical steps.

The firm struggled in the downturn, but has gotten its house in order.

The season provides an opportunity to relax and to strengthen business relationships at the same time.