Distance from the crisis and improved asset flows gave a little kick to advisor satisfaction this year, according to Registered Rep's Broker Report Card. But the ratings are mixed.

For 23 years, Andrew Costanzo, of Costanzo Financial Group, focused on preserving principal for his clients using fixed instruments, a strategy that lends itself nicely to the tenets of buy-and-hold. But Costanzo doesn't want to have to tell his ...

Size matters ...

Unnerved by volatile markets, investors have been dumping equity funds. Large-cap funds have suffered particularly big withdrawals, according to Morningstar. During the 12 months ending in September, investors pulled $37 billion from large growth...

I am very fortunate as a financial advisor to have an amazing group of clients I work with each day. I consider it an honor to have been given this responsibility by the households I am responsible for; helping people invest for the future is my ...