Let's face it. It has been downright brutal out there for the past 18 months. My business will be down for the first time in 17 years. Many of my clients are quite disappointed with the performance of their investments. I have been buying the dips...

Imagine what would happen if you lost your hand-held computer. All of the personal and client data stored on your personal digital assistant (PDA) would be at risk. A potential computer hacker could gain access to confidential information, such as...

The Web site of Investor's Business Daily (IBD) is available only to subscribers of the paper. Register at www.investors.com and remember your user name and password you'll need them every time you log on. Top and center on the home page are...

Retirement scares people, says Roger Smith, a registered rep, CFP and co-owner of Planned Solutions, an RIA firm in Sacramento, Calif. I don't want to exaggerate, but these people are as close to petrified as you can get, says Smith, a 21-year...

The affluent are searching for unbiased, multidimensional solutions for protecting, growing and distributing their wealth. Therefore, wealth management has become the latest catch phrase in the financial services industry to describe a business...

Bloomberg reports that Merrill Lynch has fired a broker over a letter the rep sent to clients advising them to yank funds managed by Credit Suisse Asset Management. The broker was reportedly critical of Swiss banking practices in the wake of the...