Report: Slow Change in Retirement Income Market

Nov 28, 2011

A huge demand among mass affluent investors for retirement income products is building, but industry response to the trend is still in its infancy, the author of a new Aite Group report on the subject says. Greg Cherry, a senior analyst at Aite’s...

Estate-Planning Professionals: Concerned Yet Optimistic

Nov 28, 2011

WealthCounsel and Trusts & Estates unveiled the preliminary results of their annual electronic survey to identify trends in the industry and to probe the mindset of professional advisors regarding the impact of the economy on their clients...

Predictive ETF: ETF vs. Mutual Funds: The Winner Is...

Nov 28, 2011

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Advisor Confidence Index Remains Neutral In November

Nov 28, 2011

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Nov 26, 2011

Annual AdvisorBenchmarking RIA Survey

Q&A: Ron Carson Scraps Idea to Launch Broker/Dealer

Nov 25, 2011

In May, Ron Carson, long the No. 1 on Registered Rep.'s Top 100 IBD advisor list, announced plans to leave LPL Financial (Nasdaq: LPLA) to become an independent registered investment advisor and start his own broker/dealer. The firm made the RIA...

Nagging ‘NextGen’ Problem: Protecting the Inheritance

Nov 22, 2011

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Non-Traded REITs Raising Red Flags in the Industry

Nov 22, 2011

Amid the recent market fluctuations, non-traded real estate investment trusts have been popular among investors searching for yield and asset classes with low correlations to equities. In fact, non-traded REITs have raised about $10 billion in new...

Negotiating through the Maze of College Costs

Nov 21, 2011

How Much Should College Students Borrow? Roughly two-thirds of college students borrow money for college. The average college graduate leaves school with about $25,000 worth of debt. Is $25,000 a reasonable amount of student loans? It really de...

The Ten Clients from Hell (And How to Cope)

Nov 17, 2011

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...