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A 57-year-old financial advisor is trying to plan his retirement and prepare a successor in case anything should happen to him. But he's not sure what the best route is.
Colleges reserve financial aid for the neediest and for kids who are well above their student body average in grade point or test scores. Affluent families should research the financial aid histories of the colleges on their kids' lists.
Asset managers have lately begun changing tack in their attempts to woo financial advisors, offering more of what they call “thought leadership”—educational content and tools that help advisors run their businesses—rather...
In 2005, Frank Martin, founder of private, independent RIA Martin Capital Management in Elkhart, Ind., wrote an essay in his annual report to his clients called “The Perfect Storm,” which warned of a potential financial crisis related...
